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 | $51,411 | $36,916+39.3% | $156,549-67.2% | $57,658-10.8% |
| Participation rate | 90.1% | 63.4%+26.7pp | 84.0%+6.1pp | 70.2%+19.9pp |
| Annual return | 6.89% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,602 | $1,571+65.7% | $5,501-52.7% | $1,974+31.8% |
| Participant deferral / active EE | $2,212 | $1,926+14.9% | $4,871-54.6% | $3,061-27.7% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |