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 | $55,174 | $51,769+6.6% | $57,343-3.8% | $52,331+5.4% |
| Participation rate | 87.4% | 75.2%+12.1pp | 75.1%+12.3pp | 68.1%+19.3pp |
| Annual return | 1.88% | 2.43%-0.5pp | 24.39%-22.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,419 | $2,335-39.2% | $2,689-47.2% | $1,882-24.6% |
| Participant deferral / active EE | $2,070 | $2,794-25.9% | $3,162-34.5% | $3,022-31.5% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |