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 | $69,963 | $91,418-23.5% | $87,100-19.7% | - |
| Participation rate | 87.9% | 78.6%+9.3pp | 76.9%+11.0pp | - |
| Annual return | 18.67% | 14.06%+4.6pp | 28.19%-9.5pp | - |
| Employer contribution / active EE | $2,032 | $2,156-5.7% | $2,521-19.4% | - |
| Participant deferral / active EE | $4,666 | $3,251+43.5% | $4,049+15.3% | - |
| Admin fee / account holder | $116 | $8,929-98.7% | $7,497-98.4% | - |