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 | $206,452 | $68,408+201.8% | $57,179+261.1% | $57,658+258.1% |
| Participation rate | 94.8% | 79.1%+15.7pp | 75.3%+19.5pp | 70.2%+24.6pp |
| Annual return | 7.33% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $7,957 | $2,869+177.3% | $2,682+196.6% | $1,974+303.1% |
| Participant deferral / active EE | $8,418 | $2,903+190.0% | $3,096+171.9% | $3,061+175.1% |
| Admin fee / account holder | $1 | $70-98.7% | $3,139-100.0% | $95-99.0% |