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 | $95,749 | $52,467+82.5% | $57,179+67.5% | $55,167+73.6% |
| Participation rate | 90.6% | 75.8%+14.8pp | 75.3%+15.3pp | 69.0%+21.6pp |
| Annual return | 6.27% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,588 | $2,477+4.5% | $2,682-3.5% | $1,963+31.9% |
| Participant deferral / active EE | $3,164 | $2,830+11.8% | $3,096+2.2% | $3,054+3.6% |
| Admin fee / account holder | $42 | $269-84.3% | $3,139-98.7% | $504-91.6% |