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 | $119,243 | $134,045-11.0% | $80,019+49.0% | $75,289+58.4% |
| Participation rate | 88.1% | 85.8%+2.3pp | 75.8%+12.3pp | 72.4%+15.7pp |
| Annual return | -1.78% | -0.56%-1.2pp | 11.22%-13.0pp | -0.04%-1.7pp |
| Employer contribution / active EE | $3,204 | $3,492-8.3% | $2,468+29.8% | $2,405+33.2% |
| Participant deferral / active EE | $7,965 | $4,976+60.1% | $3,686+116.1% | $3,739+113.1% |
| Admin fee / account holder | -$26 | $124-121.2% | $6,521-100.4% | $102-125.7% |