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 | $111,054 | $74,089+49.9% | $133,980-17.1% | $55,167+101.3% |
| Participation rate | 99.2% | 84.3%+14.9pp | 87.1%+12.1pp | 69.0%+30.2pp |
| Annual return | 11.64% | 12.11%-0.5pp | 29.30%-17.7pp | 169.23%-157.6pp |
| Employer contribution / active EE | $4,824 | $3,064+57.5% | $5,211-7.4% | $1,963+145.8% |
| Participant deferral / active EE | $4,058 | $4,678-13.3% | $6,282-35.4% | $3,054+32.9% |
| Admin fee / account holder | $12 | $458-97.5% | $9,324-99.9% | $504-97.7% |