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 | $58,463 | $64,909-9.9% | $82,313-29.0% | $62,292-6.1% |
| Participation rate | 84.5% | 74.9%+9.6pp | 76.9%+7.6pp | 69.5%+14.9pp |
| Annual return | 18.62% | 21.18%-2.6pp | 25.88%-7.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,207 | $1,676+31.7% | $2,428-9.1% | $2,042+8.1% |
| Participant deferral / active EE | $3,865 | $3,103+24.5% | $3,706+4.3% | $3,169+22.0% |
| Admin fee / account holder | $5 | $440-98.9% | $5,608-99.9% | $479-99.0% |