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 | $73,073 | $45,035+62.3% | $62,995+16.0% | $70,131+4.2% |
| Participation rate | 85.9% | 69.5%+16.3pp | 74.8%+11.1pp | 69.5%+16.3pp |
| Annual return | 11.95% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,663 | $2,465+8.1% | $3,329-20.0% | $3,332-20.1% |
| Admin fee / account holder | $2 | $2,834-99.9% | $3,600-99.9% | $4,645-100.0% |