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 | $84,343 | $65,322+29.1% | $70,449+19.7% | $73,488+14.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.70% | 15.71%-3.0pp | 109.03%-96.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,359 | $2,460-44.7% | $2,737-50.3% | $2,270-40.1% |
| Participant deferral / active EE | $1,749 | $3,375-48.2% | $3,709-52.8% | $3,740-53.2% |
| Admin fee / account holder | $25 | $214-88.4% | $3,845-99.4% | $513-95.2% |