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 | $109,937 | $39,122+181.0% | $57,179+92.3% | $62,891+74.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.27% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,300 | $1,874-30.6% | $2,682-51.5% | $2,281-43.0% |
| Participant deferral / active EE | $4,834 | $2,374+103.6% | $3,096+56.1% | $3,203+50.9% |
| Admin fee / account holder | $9 | $2,592-99.7% | $3,139-99.7% | $4,296-99.8% |