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 | $70,185 | $41,281+70.0% | $109,313-35.8% | $57,658+21.7% |
| Participation rate | 98.1% | 59.3%+38.8pp | 71.3%+26.8pp | 70.2%+27.9pp |
| Annual return | 6.92% | 8.97%-2.1pp | 22.07%-15.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,242 | $1,201+3.3% | $3,892-68.1% | $1,974-37.1% |
| Participant deferral / active EE | $3,577 | $2,223+60.9% | $3,166+13.0% | $3,061+16.9% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |