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 | $74,341 | $57,976+28.2% | $62,995+18.0% | $62,292+19.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 74.8%+20.2pp | 69.5%+25.5pp |
| Annual return | 14.43% | 17.54%-3.1pp | 87.57%-73.1pp | 28.90%-14.5pp |
| Employer contribution / active EE | $5,405 | $2,415+123.8% | $2,759+95.9% | $2,042+164.7% |
| Participant deferral / active EE | $2,615 | $2,956-11.5% | $3,329-21.5% | $3,169-17.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |