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 | $65,688 | $70,002-6.2% | $115,037-42.9% | $52,331+25.5% |
| Participation rate | 78.3% | 72.1%+6.2pp | 81.4%-3.1pp | 68.1%+10.2pp |
| Annual return | -0.06% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,677 | $2,715-1.4% | $4,608-41.9% | $1,882+42.3% |
| Participant deferral / active EE | $8,572 | $4,920+74.2% | $6,026+42.2% | $3,022+183.6% |
| Admin fee / account holder | $43 | $566-92.4% | $8,175-99.5% | $592-92.8% |