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 | $137,047 | $84,948+61.3% | $70,449+94.5% | $73,409+86.7% |
| Participation rate | 98.7% | 79.9%+18.7pp | 75.1%+23.6pp | 72.2%+26.5pp |
| Annual return | 12.89% | 13.39%-0.5pp | 109.03%-96.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $4,260 | $2,834+50.3% | $2,737+55.7% | $2,234+90.7% |
| Participant deferral / active EE | $4,278 | $3,387+26.3% | $3,709+15.3% | $3,805+12.4% |
| Admin fee / account holder | $72 | $98-26.7% | $3,845-98.1% | $158-54.5% |