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 | $81,271 | $70,002+16.1% | $115,037-29.4% | $52,331+55.3% |
| Participation rate | 92.7% | 72.1%+20.6pp | 81.4%+11.4pp | 68.1%+24.6pp |
| Annual return | 0.38% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $565 | $2,715-79.2% | $4,608-87.7% | $1,882-70.0% |
| Participant deferral / active EE | $3,588 | $4,920-27.1% | $6,026-40.5% | $3,022+18.7% |
| Admin fee / account holder | $37 | $566-93.5% | $8,175-99.6% | $592-93.8% |