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 | $64,332 | $65,223-1.4% | $80,019-19.6% | $55,725+15.4% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 15.82% | 7.59%+8.2pp | 11.22%+4.6pp | 244.93%-229.1pp |
| Employer contribution / active EE | $2,370 | $2,544-6.8% | $2,468-3.9% | $2,078+14.1% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $114-96.9% | $6,521-99.9% | $115-96.9% |