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 | $66,396 | $55,002+20.7% | $59,878+10.9% | $56,287+18.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 9.72% | 1.13%+8.6pp | 3.46%+6.3pp | -9.96%+19.7pp |
| Employer contribution / active EE | $4,104 | $2,448+67.7% | $2,722+50.8% | $2,111+94.4% |
| Participant deferral / active EE | $6,193 | $3,121+98.4% | $3,402+82.0% | $3,350+84.9% |
| Admin fee / account holder | $5 | $236-97.8% | $3,590-99.9% | $521-99.0% |