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 | $69,280 | $70,002-1.0% | $115,037-39.8% | $52,331+32.4% |
| Participation rate | 89.0% | 72.1%+16.9pp | 81.4%+7.6pp | 68.1%+20.9pp |
| Annual return | -0.27% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,035 | $2,715-25.0% | $4,608-55.8% | $1,882+8.1% |
| Participant deferral / active EE | $6,209 | $4,920+26.2% | $6,026+3.0% | $3,022+105.4% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |