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 | $105,441 | $68,408+54.1% | $57,179+84.4% | $57,658+82.9% |
| Participation rate | 97.1% | 79.1%+18.0pp | 75.3%+21.8pp | 70.2%+26.9pp |
| Annual return | 6.80% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $5,269 | $2,869+83.6% | $2,682+96.4% | $1,974+166.9% |
| Participant deferral / active EE | $2,397 | $2,903-17.4% | $3,096-22.6% | $3,061-21.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |