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 | $100,821 | $51,769+94.8% | $57,343+75.8% | $52,331+92.7% |
| Participation rate | 97.7% | 75.2%+22.5pp | 75.1%+22.6pp | 68.1%+29.6pp |
| Annual return | 1.52% | 2.43%-0.9pp | 24.39%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $3,302 | $2,335+41.4% | $2,689+22.8% | $1,882+75.5% |
| Participant deferral / active EE | $5,051 | $2,794+80.8% | $3,162+59.7% | $3,022+67.1% |
| Admin fee / account holder | $24 | $295-91.8% | $3,356-99.3% | $592-95.9% |