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 | $140,046 | $46,072+204.0% | $70,014+100.0% | $55,167+153.9% |
| Participation rate | 85.4% | 67.5%+17.9pp | 71.8%+13.6pp | 69.0%+16.4pp |
| Annual return | 7.26% | 8.68%-1.4pp | 12.99%-5.7pp | 169.23%-162.0pp |
| Employer contribution / active EE | $4,115 | $1,500+174.3% | $2,338+76.0% | $1,963+109.7% |
| Participant deferral / active EE | $6,289 | $2,344+168.3% | $2,931+114.6% | $3,054+105.9% |
| Admin fee / account holder | $71 | $428-83.3% | $4,380-98.4% | $504-85.8% |