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 | $140,005 | $74,706+87.4% | $75,696+85.0% | $79,386+76.4% |
| Participation rate | 99.6% | 75.3%+24.2pp | 74.8%+24.7pp | 70.7%+28.9pp |
| Annual return | 26.29% | 18.52%+7.8pp | 104.53%-78.2pp | 116.85%-90.6pp |
| Employer contribution / active EE | $7,629 | $2,590+194.6% | $2,743+178.2% | $2,427+214.3% |
| Participant deferral / active EE | $3,324 | $3,533-5.9% | $3,821-13.0% | $4,046-17.8% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |