See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,424 | $51,769+109.4% | $57,343+89.1% | $52,331+107.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 75.1%+17.2pp | 68.1%+24.2pp |
| Annual return | 1.74% | 2.43%-0.7pp | 24.39%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,203 | $2,335-48.5% | $2,689-55.3% | $1,882-36.1% |
| Participant deferral / active EE | $4,880 | $2,794+74.6% | $3,162+54.3% | $3,022+61.5% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |