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 | $65,362 | $41,854+56.2% | $73,843-11.5% | $52,331+24.9% |
| Participation rate | 85.6% | 66.2%+19.4pp | 73.4%+12.2pp | 68.1%+17.5pp |
| Annual return | 2.85% | 2.11%+0.7pp | 2267.84%-2265.0pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,972 | $1,920+2.7% | $2,787-29.2% | $1,882+4.8% |
| Participant deferral / active EE | $5,449 | $2,498+118.1% | $3,583+52.1% | $3,022+80.3% |
| Admin fee / account holder | $12 | $493-97.6% | $4,880-99.8% | $592-98.0% |