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 | $75,236 | $57,976+29.8% | $62,995+19.4% | $62,292+20.8% |
| Participation rate | 96.5% | 75.9%+20.5pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 14.84% | 17.54%-2.7pp | 87.57%-72.7pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,864 | $2,415+60.0% | $2,759+40.1% | $2,042+89.2% |
| Participant deferral / active EE | $6,332 | $2,956+114.2% | $3,329+90.2% | $3,169+99.8% |
| Admin fee / account holder | $29 | $276-89.4% | $3,600-99.2% | $479-93.9% |