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 | $67,154 | $55,002+22.1% | $59,878+12.2% | $56,287+19.3% |
| Participation rate | 91.8% | 75.9%+15.9pp | 74.7%+17.1pp | 69.9%+21.9pp |
| Annual return | -1.98% | 1.13%-3.1pp | 3.46%-5.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,747 | $3,121+52.1% | $3,402+39.5% | $3,350+41.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |