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 | $48,362 | $39,122+23.6% | $57,179-15.4% | $62,891-23.1% |
| Participation rate | 98.6% | 70.5%+28.1pp | 75.3%+23.3pp | 69.3%+29.3pp |
| Annual return | 5.85% | 9.23%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,790 | $1,874+48.9% | $2,682+4.0% | $2,281+22.3% |
| Participant deferral / active EE | $5,821 | $2,374+145.2% | $3,096+88.0% | $3,203+81.7% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |