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 9-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 | $109,070 | $55,002+98.3% | $59,878+82.2% | $56,287+93.8% |
| Participation rate | 77.3% | 75.9%+1.4pp | 74.7%+2.6pp | 69.9%+7.5pp |
| Annual return | 8.29% | 1.13%+7.2pp | 3.46%+4.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $3,150 | $2,448+28.7% | $2,722+15.8% | $2,111+49.2% |
| Participant deferral / active EE | $4,795 | $3,121+53.6% | $3,402+40.9% | $3,350+43.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |