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 | $145,663 | $50,498+188.5% | $75,781+92.2% | $55,191+163.9% |
| Participation rate | 84.6% | 69.4%+15.2pp | 75.8%+8.8pp | 69.2%+15.4pp |
| Annual return | 2.85% | 1.80%+1.1pp | 9.68%-6.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $3,689 | $2,291+61.0% | $3,323+11.0% | $1,899+94.3% |
| Participant deferral / active EE | $5,164 | $2,589+99.5% | $3,651+41.4% | $3,046+69.5% |
| Admin fee / account holder | $37 | $123-70.2% | $5,299-99.3% | $91-59.7% |