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 | $73,028 | $55,002+32.8% | $59,878+22.0% | $56,287+29.7% |
| Participation rate | 92.2% | 75.9%+16.2pp | 74.7%+17.5pp | 69.9%+22.3pp |
| Annual return | -5.39% | 1.13%-6.5pp | 3.46%-8.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,518 | $2,448+43.7% | $2,722+29.3% | $2,111+66.6% |
| Participant deferral / active EE | $6,104 | $3,121+95.6% | $3,402+79.4% | $3,350+82.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |