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 | $96,142 | $60,795+58.1% | $69,455+38.4% | $65,185+47.5% |
| Participation rate | 98.2% | 74.9%+23.4pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 6.83% | 17.46%-10.6pp | 28.97%-22.1pp | 29.38%-22.6pp |
| Employer contribution / active EE | $3,551 | $2,452+44.8% | $2,779+27.8% | $2,177+63.2% |
| Participant deferral / active EE | $5,208 | $3,162+64.7% | $3,535+47.3% | $3,514+48.2% |
| Admin fee / account holder | $79 | $314-74.8% | $3,839-97.9% | $847-90.7% |