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 | $40,252 | $57,976-30.6% | $62,995-36.1% | $62,292-35.4% |
| Participation rate | 90.9% | 75.9%+15.0pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 26.20% | 17.54%+8.7pp | 87.57%-61.4pp | 28.90%-2.7pp |
| Employer contribution / active EE | $2,346 | $2,415-2.9% | $2,759-15.0% | $2,042+14.9% |
| Participant deferral / active EE | $7,586 | $2,956+156.7% | $3,329+127.9% | $3,169+139.4% |
| Admin fee / account holder | $19 | $276-93.1% | $3,600-99.5% | $479-96.0% |