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 | $123,033 | $88,515+39.0% | $162,163-24.1% | $67,579+82.1% |
| Participation rate | 81.1% | 86.8%-5.7pp | 87.6%-6.4pp | 71.3%+9.8pp |
| Annual return | 22.35% | 27.04%-4.7pp | 115.59%-93.2pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,956 | $3,563-45.1% | $5,614-65.2% | $2,148-8.9% |
| Participant deferral / active EE | $4,141 | $5,724-27.6% | $7,298-43.3% | $3,539+17.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |