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 | $67,438 | $49,227+37.0% | $70,449-4.3% | $79,858-15.6% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 13.39% | 30.06%-16.7pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,871 | $2,099+36.8% | $2,737+4.9% | $2,471+16.2% |
| Participant deferral / active EE | $3,577 | $2,768+29.2% | $3,709-3.6% | $3,740-4.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |