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 | $77,603 | $37,134+109.0% | $100,671-22.9% | $52,331+48.3% |
| Participation rate | 87.5% | 57.7%+29.8pp | 70.7%+16.8pp | 68.1%+19.4pp |
| Annual return | -0.87% | 0.10%-1.0pp | 20.43%-21.3pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,764 | $1,187+48.6% | $4,012-56.0% | $1,882-6.2% |
| Participant deferral / active EE | $7,153 | $2,163+230.7% | $3,144+127.5% | $3,022+136.7% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |