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 | $86,381 | $52,467+64.6% | $57,179+51.1% | $55,167+56.6% |
| Participation rate | 97.6% | 75.8%+21.7pp | 75.3%+22.2pp | 69.0%+28.6pp |
| Annual return | 5.94% | 7.72%-1.8pp | 14.59%-8.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,943 | $2,477-21.6% | $2,682-27.6% | $1,963-1.0% |
| Participant deferral / active EE | $3,196 | $2,830+12.9% | $3,096+3.2% | $3,054+4.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |