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 9-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 | $119,062 | $118,971+0.1% | $112,977+5.4% | $73,488+62.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 17.49% | 17.79%-0.3pp | 24.24%-6.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $7,846 | $4,091+91.8% | $4,255+84.4% | $2,270+245.6% |
| Participant deferral / active EE | $10,792 | $6,133+76.0% | $5,836+84.9% | $3,740+188.6% |
| Admin fee / account holder | $8 | $573-98.7% | $6,294-99.9% | $513-98.5% |