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 9-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 | $49,306 | $51,769-4.8% | $57,343-14.0% | $52,331-5.8% |
| Participation rate | 96.9% | 75.2%+21.7pp | 75.1%+21.9pp | 68.1%+28.8pp |
| Annual return | 2.12% | 2.43%-0.3pp | 24.39%-22.3pp | 4.54%-2.4pp |
| Employer contribution / active EE | $2,048 | $2,335-12.3% | $2,689-23.8% | $1,882+8.8% |
| Participant deferral / active EE | $1,741 | $2,794-37.7% | $3,162-44.9% | $3,022-42.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |