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 | $88,843 | $68,408+29.9% | $57,179+55.4% | $57,658+54.1% |
| Participation rate | 94.5% | 79.1%+15.4pp | 75.3%+19.2pp | 70.2%+24.3pp |
| Annual return | 7.18% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,506 | $2,869+22.2% | $2,682+30.7% | $1,974+77.6% |
| Participant deferral / active EE | $3,400 | $2,903+17.1% | $3,096+9.8% | $3,061+11.1% |
| Admin fee / account holder | $0 | $70-99.6% | $3,139-100.0% | $95-99.7% |