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 | $68,384 | $45,035+51.8% | $62,995+8.6% | $70,131-2.5% |
| Participation rate | 93.4% | 69.5%+23.9pp | 74.8%+18.6pp | 69.5%+23.9pp |
| Annual return | 15.00% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,139 | $2,051+4.3% | $2,759-22.5% | $2,342-8.7% |
| Participant deferral / active EE | $3,458 | $2,465+40.3% | $3,329+3.9% | $3,332+3.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |