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 | $77,688 | $49,227+57.8% | $70,449+10.3% | $79,858-2.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.82% | 30.06%-15.2pp | 109.03%-94.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,292 | $2,099+9.2% | $2,737-16.2% | $2,471-7.2% |
| Participant deferral / active EE | $4,917 | $2,768+77.6% | $3,709+32.6% | $3,740+31.5% |
| Admin fee / account holder | $16 | $2,878-99.4% | $3,845-99.6% | $5,306-99.7% |