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 | $64,260 | $70,002-8.2% | $115,037-44.1% | $52,331+22.8% |
| Participation rate | 93.1% | 72.1%+21.0pp | 81.4%+11.8pp | 68.1%+25.0pp |
| Annual return | 1.10% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $5,793 | $2,715+113.4% | $4,608+25.7% | $1,882+207.8% |
| Participant deferral / active EE | $6,066 | $4,920+23.3% | $6,026+0.6% | $3,022+100.7% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |