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 | $142,569 | $65,365+118.1% | $92,893+53.5% | $72,985+95.3% |
| Participation rate | 79.4% | 68.3%+11.1pp | 76.0%+3.4pp | 69.5%+9.9pp |
| Annual return | 20.11% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $4,430 | $2,594+70.8% | $3,653+21.3% | $2,440+81.6% |
| Participant deferral / active EE | $11,994 | $3,128+283.4% | $4,236+183.1% | $3,607+232.5% |
| Admin fee / account holder | $7 | $4,251-99.8% | $5,794-99.9% | $5,124-99.9% |