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 | $58,995 | $43,327+36.2% | $59,878-1.5% | $64,186-8.1% |
| Participation rate | 96.8% | 69.2%+27.7pp | 74.7%+22.1pp | 69.6%+27.3pp |
| Annual return | 9.48% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,862 | $2,028+41.1% | $2,722+5.2% | $2,381+20.2% |
| Participant deferral / active EE | $3,695 | $2,546+45.1% | $3,402+8.6% | $3,470+6.5% |
| Admin fee / account holder | $7 | $3,005-99.8% | $3,590-99.8% | $4,888-99.9% |