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 | $90,007 | $67,166+34.0% | $57,343+57.0% | $55,191+63.1% |
| Participation rate | 88.7% | 77.7%+11.0pp | 75.1%+13.6pp | 69.2%+19.5pp |
| Annual return | 1.44% | 4.22%-2.8pp | 24.39%-23.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $3,246 | $2,812+15.4% | $2,689+20.7% | $1,899+70.9% |
| Participant deferral / active EE | $3,075 | $2,835+8.5% | $3,162-2.8% | $3,046+0.9% |
| Admin fee / account holder | $6 | $44-86.1% | $3,356-99.8% | $91-93.3% |