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 | $59,926 | $57,976+3.4% | $62,995-4.9% | $62,292-3.8% |
| Participation rate | 97.5% | 75.9%+21.6pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 13.97% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,787 | $2,415-26.0% | $2,759-35.2% | $2,042-12.5% |
| Participant deferral / active EE | $2,530 | $2,956-14.4% | $3,329-24.0% | $3,169-20.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |