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 | $60,337 | $70,667-14.6% | $123,104-51.0% | $52,331+15.3% |
| Participation rate | 86.6% | 83.7%+2.8pp | 86.8%-0.2pp | 68.1%+18.5pp |
| Annual return | -0.03% | 6.23%-6.3pp | 13.22%-13.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,641 | $2,946-10.3% | $5,151-48.7% | $1,882+40.4% |
| Participant deferral / active EE | $3,104 | $4,493-30.9% | $6,230-50.2% | $3,022+2.7% |
| Admin fee / account holder | $13 | $506-97.4% | $9,015-99.9% | $592-97.8% |