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 | $164,563 | $70,083+134.8% | $59,878+174.8% | $55,725+195.3% |
| Participation rate | 98.5% | 78.4%+20.1pp | 74.7%+23.8pp | 70.9%+27.6pp |
| Annual return | 11.25% | 3.13%+8.1pp | 3.46%+7.8pp | 244.93%-233.7pp |
| Employer contribution / active EE | $6,972 | $2,878+142.2% | $2,722+156.2% | $2,078+235.5% |
| Participant deferral / active EE | $5,397 | $3,079+75.3% | $3,402+58.7% | $3,356+60.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |