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 | $124,407 | $49,227+152.7% | $70,449+76.6% | $79,858+55.8% |
| Participation rate | 90.8% | 69.2%+21.6pp | 75.1%+15.8pp | 69.6%+21.2pp |
| Annual return | 10.88% | 30.06%-19.2pp | 109.03%-98.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,814 | $2,099+81.7% | $2,737+39.4% | $2,471+54.4% |
| Participant deferral / active EE | $1,652 | $2,768-40.3% | $3,709-55.5% | $3,740-55.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |