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 | $145,789 | $55,002+165.1% | $59,878+143.5% | $56,287+159.0% |
| Participation rate | 97.4% | 75.9%+21.5pp | 74.7%+22.7pp | 69.9%+27.6pp |
| Annual return | 8.73% | 1.13%+7.6pp | 3.46%+5.3pp | -9.96%+18.7pp |
| Employer contribution / active EE | $1,733 | $2,448-29.2% | $2,722-36.3% | $2,111-17.9% |
| Participant deferral / active EE | $3,464 | $3,121+11.0% | $3,402+1.8% | $3,350+3.4% |
| Admin fee / account holder | $3 | $236-98.9% | $3,590-99.9% | $521-99.5% |