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 | $66,933 | $63,299+5.7% | $91,001-26.4% | $62,292+7.4% |
| Participation rate | 85.2% | 73.3%+11.8pp | 75.6%+9.6pp | 69.5%+15.6pp |
| Annual return | 19.90% | 20.99%-1.1pp | 4.60%+15.3pp | 28.90%-9.0pp |
| Employer contribution / active EE | $915 | $1,807-49.3% | $2,456-62.7% | $2,042-55.2% |
| Participant deferral / active EE | $2,521 | $2,943-14.3% | $3,547-28.9% | $3,169-20.4% |
| Admin fee / account holder | $3 | $468-99.4% | $5,417-99.9% | $479-99.4% |