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 | $68,129 | $69,977-2.6% | $108,579-37.3% | $62,891+8.3% |
| Participation rate | 97.6% | 72.9%+24.7pp | 79.6%+18.0pp | 69.3%+28.3pp |
| Annual return | 8.07% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,363 | $2,135+57.5% | $3,758-10.5% | $2,281+47.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $199 | $5,076-96.1% | $7,645-97.4% | $4,296-95.4% |