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 | $42,364 | $46,072-8.0% | $70,014-39.5% | $55,167-23.2% |
| Participation rate | 73.8% | 67.5%+6.4pp | 71.8%+2.0pp | 69.0%+4.8pp |
| Annual return | 8.21% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,054 | $1,500+103.6% | $2,338+30.6% | $1,963+55.6% |
| Participant deferral / active EE | $1,502 | $2,344-35.9% | $2,931-48.8% | $3,054-50.8% |
| Admin fee / account holder | $10 | $428-97.6% | $4,380-99.8% | $504-98.0% |