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 | $84,128 | $60,165+39.8% | $74,183+13.4% | $55,167+52.5% |
| Participation rate | 75.8% | 74.2%+1.7pp | 76.6%-0.8pp | 69.0%+6.8pp |
| Annual return | 9.76% | 10.00%-0.2pp | 17.74%-8.0pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,540 | $1,600-3.7% | $2,370-35.0% | $1,963-21.5% |
| Participant deferral / active EE | $5,519 | $2,973+85.7% | $3,550+55.5% | $3,054+80.7% |
| Admin fee / account holder | $12 | $419-97.1% | $5,586-99.8% | $504-97.6% |