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 | $73,896 | $70,083+5.4% | $59,878+23.4% | $55,725+32.6% |
| Participation rate | 95.8% | 78.4%+17.4pp | 74.7%+21.1pp | 70.9%+24.9pp |
| Annual return | -3.15% | 3.13%-6.3pp | 3.46%-6.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,754 | $2,878-39.1% | $2,722-35.5% | $2,078-15.6% |
| Participant deferral / active EE | $2,055 | $3,079-33.2% | $3,402-39.6% | $3,356-38.7% |
| Admin fee / account holder | $51 | $70-27.1% | $3,590-98.6% | $115-55.5% |