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 | $84,891 | $55,002+54.3% | $59,878+41.8% | $56,287+50.8% |
| Participation rate | 86.5% | 75.9%+10.6pp | 74.7%+11.8pp | 69.9%+16.7pp |
| Annual return | 10.07% | 1.13%+8.9pp | 3.46%+6.6pp | -9.96%+20.0pp |
| Employer contribution / active EE | $1,337 | $2,448-45.4% | $2,722-50.9% | $2,111-36.6% |
| Participant deferral / active EE | $1,441 | $3,121-53.8% | $3,402-57.6% | $3,350-57.0% |
| Admin fee / account holder | $4 | $236-98.1% | $3,590-99.9% | $521-99.1% |