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 | $41,961 | $39,122+7.3% | $57,179-26.6% | $62,891-33.3% |
| Participation rate | 97.8% | 70.5%+27.3pp | 75.3%+22.4pp | 69.3%+28.4pp |
| Annual return | 2.25% | 9.23%-7.0pp | 14.59%-12.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,633 | $1,874-12.9% | $2,682-39.1% | $2,281-28.4% |
| Participant deferral / active EE | $2,695 | $2,374+13.5% | $3,096-12.9% | $3,203-15.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |