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 | $104,717 | $60,795+72.2% | $69,455+50.8% | $65,185+60.6% |
| Participation rate | 87.6% | 74.9%+12.8pp | 74.6%+13.0pp | 70.2%+17.4pp |
| Annual return | 6.68% | 17.46%-10.8pp | 28.97%-22.3pp | 29.38%-22.7pp |
| Employer contribution / active EE | $5,345 | $2,452+118.0% | $2,779+92.3% | $2,177+145.6% |
| Participant deferral / active EE | $3,833 | $3,162+21.2% | $3,535+8.4% | $3,514+9.1% |
| Admin fee / account holder | $112 | $314-64.2% | $3,839-97.1% | $847-86.7% |