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 | $48,533 | $67,166-27.7% | $57,343-15.4% | $55,191-12.1% |
| Participation rate | 97.8% | 77.7%+20.1pp | 75.1%+22.7pp | 69.2%+28.6pp |
| Annual return | 3.03% | 4.22%-1.2pp | 24.39%-21.4pp | 10.78%-7.7pp |
| Employer contribution / active EE | $2,210 | $2,812-21.4% | $2,689-17.8% | $1,899+16.4% |
| Participant deferral / active EE | $2,665 | $2,835-6.0% | $3,162-15.7% | $3,046-12.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |