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 | $68,090 | $52,467+29.8% | $57,179+19.1% | $55,167+23.4% |
| Participation rate | 97.0% | 75.8%+21.2pp | 75.3%+21.7pp | 69.0%+28.1pp |
| Annual return | 5.13% | 7.72%-2.6pp | 14.59%-9.5pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,255 | $2,477-49.3% | $2,682-53.2% | $1,963-36.1% |
| Participant deferral / active EE | $1,767 | $2,830-37.6% | $3,096-42.9% | $3,054-42.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |