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 9-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 | $40,060 | $51,620-22.4% | $90,281-55.6% | $65,185-38.5% |
| Participation rate | 83.6% | 68.6%+15.0pp | 73.3%+10.3pp | 70.2%+13.4pp |
| Annual return | 23.84% | 24.94%-1.1pp | 78.10%-54.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,072 | $2,235+37.5% | $2,854+7.6% | $2,177+41.1% |
| Participant deferral / active EE | $3,113 | $2,871+8.4% | $3,885-19.9% | $3,514-11.4% |
| Admin fee / account holder | $2 | $384-99.5% | $5,351-100.0% | $847-99.8% |