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 | $79,486 | $88,324-10.0% | $115,037-30.9% | $55,191+44.0% |
| Participation rate | 78.2% | 72.5%+5.7pp | 81.4%-3.1pp | 69.2%+9.1pp |
| Annual return | 0.04% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,258 | $2,805-19.5% | $4,608-51.0% | $1,899+18.9% |
| Participant deferral / active EE | $4,461 | $5,042-11.5% | $6,026-26.0% | $3,046+46.4% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |