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 | $84,868 | $68,413+24.1% | $123,104-31.1% | $55,191+53.8% |
| Participation rate | 90.0% | 84.5%+5.4pp | 86.8%+3.2pp | 69.2%+20.8pp |
| Annual return | 1.94% | 6.30%-4.4pp | 13.22%-11.3pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,803 | $3,050-40.9% | $5,151-65.0% | $1,899-5.1% |
| Participant deferral / active EE | $4,017 | $4,490-10.6% | $6,230-35.5% | $3,046+31.8% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |