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 | $70,919 | $67,411+5.2% | $91,001-22.1% | $70,131+1.1% |
| Participation rate | 86.0% | 71.4%+14.7pp | 75.6%+10.4pp | 69.5%+16.5pp |
| Annual return | 13.66% | -40.16%+53.8pp | 4.60%+9.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,291 | $1,786+140.3% | $2,456+74.8% | $2,342+83.2% |
| Participant deferral / active EE | $10,463 | $2,823+270.7% | $3,547+194.9% | $3,332+214.0% |
| Admin fee / account holder | $41 | $4,236-99.0% | $5,417-99.2% | $4,645-99.1% |