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 | $109,086 | $51,769+110.7% | $57,343+90.2% | $52,331+108.5% |
| Participation rate | 96.3% | 75.2%+21.0pp | 75.1%+21.2pp | 68.1%+28.2pp |
| Annual return | -0.45% | 2.43%-2.9pp | 24.39%-24.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $5,328 | $2,335+128.2% | $2,689+98.2% | $1,882+183.1% |
| Participant deferral / active EE | $4,758 | $2,794+70.3% | $3,162+50.4% | $3,022+57.4% |
| Admin fee / account holder | $9 | $295-96.8% | $3,356-99.7% | $592-98.4% |