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 | $100,794 | $64,909+55.3% | $82,313+22.5% | $62,292+61.8% |
| Participation rate | 93.3% | 74.9%+18.5pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 14.62% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,901 | $1,676+73.1% | $2,428+19.5% | $2,042+42.1% |
| Participant deferral / active EE | $3,661 | $3,103+18.0% | $3,706-1.2% | $3,169+15.5% |
| Admin fee / account holder | $10 | $440-97.7% | $5,608-99.8% | $479-97.9% |