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 | $112,794 | $66,310+70.1% | $93,606+20.5% | $65,185+73.0% |
| Participation rate | 94.2% | 74.0%+20.2pp | 75.8%+18.4pp | 70.2%+24.0pp |
| Annual return | 18.91% | 42.58%-23.7pp | 32.76%-13.8pp | 29.38%-10.5pp |
| Employer contribution / active EE | $6,775 | $2,012+236.7% | $2,718+149.3% | $2,177+211.3% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $77 | $6,897-98.9% | $7,888-99.0% | $847-91.0% |