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 | $55,464 | $39,122+41.8% | $57,179-3.0% | $62,891-11.8% |
| Participation rate | 96.8% | 70.5%+26.3pp | 75.3%+21.5pp | 69.3%+27.5pp |
| Annual return | 7.93% | 9.23%-1.3pp | 14.59%-6.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,972 | $1,874+58.6% | $2,682+10.8% | $2,281+30.3% |
| Participant deferral / active EE | $4,190 | $2,374+76.5% | $3,096+35.3% | $3,203+30.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |