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 | $70,496 | $52,467+34.4% | $57,179+23.3% | $55,167+27.8% |
| Participation rate | 95.2% | 75.8%+19.4pp | 75.3%+19.9pp | 69.0%+26.2pp |
| Annual return | 2.12% | 7.72%-5.6pp | 14.59%-12.5pp | 169.23%-167.1pp |
| Employer contribution / active EE | $2,105 | $2,477-15.0% | $2,682-21.5% | $1,963+7.3% |
| Participant deferral / active EE | $3,300 | $2,830+16.6% | $3,096+6.6% | $3,054+8.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |