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 | $82,328 | $74,552+10.4% | $62,995+30.7% | $69,631+18.2% |
| Participation rate | 96.1% | 78.3%+17.8pp | 74.8%+21.2pp | 70.7%+25.4pp |
| Annual return | 14.21% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,707 | $2,929-41.7% | $2,759-38.1% | $2,032-16.0% |
| Participant deferral / active EE | $1,999 | $2,974-32.8% | $3,329-40.0% | $3,224-38.0% |
| Admin fee / account holder | $38 | $59-35.9% | $3,600-98.9% | $110-65.5% |