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 9-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 | $45,848 | $68,408-33.0% | $57,179-19.8% | $57,658-20.5% |
| Participation rate | 95.0% | 79.1%+15.9pp | 75.3%+19.7pp | 70.2%+24.8pp |
| Annual return | 7.41% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,055 | $2,869+6.5% | $2,682+13.9% | $1,974+54.8% |
| Participant deferral / active EE | $2,051 | $2,903-29.4% | $3,096-33.8% | $3,061-33.0% |
| Admin fee / account holder | $0 | $70-99.6% | $3,139-100.0% | $95-99.7% |