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 | $117,430 | $52,467+123.8% | $57,179+105.4% | $55,167+112.9% |
| Participation rate | 94.6% | 75.8%+18.7pp | 75.3%+19.2pp | 69.0%+25.6pp |
| Annual return | 8.22% | 7.72%+0.5pp | 14.59%-6.4pp | 169.23%-161.0pp |
| Employer contribution / active EE | $7,156 | $2,477+188.9% | $2,682+166.8% | $1,963+264.6% |
| Participant deferral / active EE | $8,653 | $2,830+205.7% | $3,096+179.5% | $3,054+183.3% |
| Admin fee / account holder | $104 | $269-61.3% | $3,139-96.7% | $504-79.3% |