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 8-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 | $55,445 | $84,948-34.7% | $70,449-21.3% | $73,409-24.5% |
| Participation rate | 81.2% | 79.9%+1.3pp | 75.1%+6.2pp | 72.2%+9.0pp |
| Annual return | 19.89% | 13.39%+6.5pp | 109.03%-89.1pp | 59.29%-39.4pp |
| Employer contribution / active EE | $4,521 | $2,834+59.5% | $2,737+65.2% | $2,234+102.4% |
| Participant deferral / active EE | $5,065 | $3,387+49.5% | $3,709+36.6% | $3,805+33.1% |
| Admin fee / account holder | $68 | $98-30.9% | $3,845-98.2% | $158-57.1% |