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 | $57,769 | $36,916+56.5% | $156,549-63.1% | $57,658+0.2% |
| Participation rate | 80.1% | 63.4%+16.6pp | 84.0%-3.9pp | 70.2%+9.8pp |
| Annual return | 6.38% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,219 | $1,571-22.4% | $5,501-77.8% | $1,974-38.2% |
| Participant deferral / active EE | $2,980 | $1,926+54.7% | $4,871-38.8% | $3,061-2.6% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |