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 | $83,467 | $70,002+19.2% | $115,037-27.4% | $52,331+59.5% |
| Participation rate | 81.3% | 72.1%+9.1pp | 81.4%-0.1pp | 68.1%+13.1pp |
| Annual return | 2.58% | 4.04%-1.5pp | 26.14%-23.6pp | 4.54%-2.0pp |
| Employer contribution / active EE | $984 | $2,715-63.8% | $4,608-78.6% | $1,882-47.7% |
| Participant deferral / active EE | $4,959 | $4,920+0.8% | $6,026-17.7% | $3,022+64.1% |
| Admin fee / account holder | $7 | $566-98.7% | $8,175-99.9% | $592-98.8% |