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 | $100,542 | $43,327+132.1% | $59,878+67.9% | $64,186+56.6% |
| Participation rate | 98.9% | 69.2%+29.8pp | 74.7%+24.2pp | 69.6%+29.4pp |
| Annual return | 10.25% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $5,749 | $2,028+183.4% | $2,722+111.2% | $2,381+141.5% |
| Participant deferral / active EE | $4,399 | $2,546+72.8% | $3,402+29.3% | $3,470+26.8% |
| Admin fee / account holder | $176 | $3,005-94.2% | $3,590-95.1% | $4,888-96.4% |