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 6-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 | $77,667 | $54,762+41.8% | $90,281-14.0% | $72,985+6.4% |
| Participation rate | 95.9% | 65.1%+30.8pp | 73.3%+22.6pp | 69.5%+26.4pp |
| Annual return | 18.64% | 30.63%-12.0pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,299 | $2,092+9.9% | $2,854-19.5% | $2,440-5.8% |
| Participant deferral / active EE | $2,812 | $2,887-2.6% | $3,885-27.6% | $3,607-22.0% |
| Admin fee / account holder | $9 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |