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 | $103,231 | $78,422+31.6% | $95,952+7.6% | $79,858+29.3% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.4pp |
| Annual return | 11.23% | 19.37%-8.1pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $4,199 | $1,945+115.9% | $2,541+65.3% | $2,471+70.0% |
| Participant deferral / active EE | $4,546 | $3,440+32.2% | $4,167+9.1% | $3,740+21.6% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |