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 | $156,595 | $75,183+108.3% | $123,892+26.4% | $55,167+183.9% |
| Participation rate | 80.3% | 72.8%+7.5pp | 81.4%-1.1pp | 69.0%+11.3pp |
| Annual return | 13.95% | 19.01%-5.1pp | 47.52%-33.6pp | 169.23%-155.3pp |
| Employer contribution / active EE | $4,423 | $2,823+56.6% | $4,617-4.2% | $1,963+125.3% |
| Participant deferral / active EE | $12,227 | $5,084+140.5% | $5,984+104.3% | $3,054+300.4% |
| Admin fee / account holder | -$125 | $663-118.8% | $8,357-101.5% | $504-124.8% |