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 | $125,174 | $61,660+103.0% | $80,019+56.4% | $64,186+95.0% |
| Participation rate | 72.2% | 71.7%+0.5pp | 75.8%-3.7pp | 69.6%+2.6pp |
| Annual return | -4.39% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,974 | $1,810+64.2% | $2,468+20.5% | $2,381+24.9% |
| Participant deferral / active EE | $6,826 | $2,968+130.0% | $3,686+85.2% | $3,470+96.7% |
| Admin fee / account holder | $131 | $5,417-97.6% | $6,521-98.0% | $4,888-97.3% |