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 | $91,636 | $60,165+52.3% | $74,183+23.5% | $55,167+66.1% |
| Participation rate | 92.3% | 74.2%+18.2pp | 76.6%+15.7pp | 69.0%+23.3pp |
| Annual return | 5.64% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,663 | $1,600+66.5% | $2,370+12.3% | $1,963+35.7% |
| Participant deferral / active EE | $3,196 | $2,973+7.5% | $3,550-10.0% | $3,054+4.6% |
| Admin fee / account holder | $8 | $419-98.0% | $5,586-99.8% | $504-98.3% |