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 | $65,266 | $67,166-2.8% | $57,343+13.8% | $55,191+18.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 1.68% | 4.22%-2.5pp | 24.39%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,267 | $2,812+16.2% | $2,689+21.5% | $1,899+72.1% |
| Participant deferral / active EE | $3,387 | $2,835+19.5% | $3,162+7.1% | $3,046+11.2% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |