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 | $66,250 | $55,002+20.4% | $59,878+10.6% | $56,287+17.7% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.7%+24.5pp | 69.9%+29.3pp |
| Annual return | 8.32% | 1.13%+7.2pp | 3.46%+4.9pp | -9.96%+18.3pp |
| Employer contribution / active EE | $3,189 | $2,448+30.3% | $2,722+17.2% | $2,111+51.1% |
| Participant deferral / active EE | $3,131 | $3,121+0.3% | $3,402-8.0% | $3,350-6.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |