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 | $91,121 | $55,002+65.7% | $59,878+52.2% | $56,287+61.9% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.6pp |
| Annual return | 9.52% | 1.13%+8.4pp | 3.46%+6.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $3,470 | $2,448+41.8% | $2,722+27.5% | $2,111+64.4% |
| Participant deferral / active EE | $4,978 | $3,121+59.5% | $3,402+46.3% | $3,350+48.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |