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 | $104,239 | $65,322+59.6% | $70,449+48.0% | $73,488+41.8% |
| Participation rate | 88.3% | 77.0%+11.4pp | 75.1%+13.3pp | 70.7%+17.7pp |
| Annual return | 6.18% | 15.71%-9.5pp | 109.03%-102.9pp | 28.51%-22.3pp |
| Employer contribution / active EE | $5,126 | $2,460+108.4% | $2,737+87.3% | $2,270+125.8% |
| Participant deferral / active EE | $4,128 | $3,375+22.3% | $3,709+11.3% | $3,740+10.4% |
| Admin fee / account holder | $107 | $214-49.9% | $3,845-97.2% | $513-79.1% |