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 | $59,303 | $70,083-15.4% | $59,878-1.0% | $55,725+6.4% |
| Participation rate | 87.6% | 78.4%+9.3pp | 74.7%+12.9pp | 70.9%+16.8pp |
| Annual return | 10.59% | 3.13%+7.5pp | 3.46%+7.1pp | 244.93%-234.3pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,421 | $3,079-21.4% | $3,402-28.8% | $3,356-27.9% |
| Admin fee / account holder | $33 | $70-53.7% | $3,590-99.1% | $115-71.8% |