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 | $87,494 | $39,122+123.6% | $57,179+53.0% | $62,891+39.1% |
| Participation rate | 99.0% | 70.5%+28.5pp | 75.3%+23.6pp | 69.3%+29.7pp |
| Annual return | 17.38% | 9.23%+8.1pp | 14.59%+2.8pp | 20.14%-2.8pp |
| Employer contribution / active EE | $5,541 | $1,874+195.7% | $2,682+106.6% | $2,281+143.0% |
| Participant deferral / active EE | $4,634 | $2,374+95.2% | $3,096+49.7% | $3,203+44.7% |
| Admin fee / account holder | $8 | $2,592-99.7% | $3,139-99.8% | $4,296-99.8% |