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 | $128,395 | $68,408+87.7% | $57,179+124.6% | $57,658+122.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.75% | 8.51%-0.8pp | 14.59%-6.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $7,142 | $2,869+148.9% | $2,682+166.3% | $1,974+261.9% |
| Participant deferral / active EE | $4,382 | $2,903+50.9% | $3,096+41.5% | $3,061+43.2% |
| Admin fee / account holder | $9 | $70-87.3% | $3,139-99.7% | $95-90.7% |