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 | $59,898 | $52,467+14.2% | $57,179+4.8% | $55,167+8.6% |
| Participation rate | 96.8% | 75.8%+21.0pp | 75.3%+21.5pp | 69.0%+27.8pp |
| Annual return | 2.24% | 7.72%-5.5pp | 14.59%-12.3pp | 169.23%-167.0pp |
| Employer contribution / active EE | $1,640 | $2,477-33.8% | $2,682-38.9% | $1,963-16.5% |
| Participant deferral / active EE | $2,291 | $2,830-19.0% | $3,096-26.0% | $3,054-25.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |