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 | $63,270 | $55,002+15.0% | $59,878+5.7% | $56,287+12.4% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.7%+23.9pp | 69.9%+28.8pp |
| Annual return | 9.50% | 1.13%+8.4pp | 3.46%+6.0pp | -9.96%+19.5pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,555 | $3,121+78.0% | $3,402+63.3% | $3,350+65.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |