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 8-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 | $69,013 | $91,517-24.6% | $101,248-31.8% | $73,409-6.0% |
| Participation rate | 93.1% | 73.8%+19.3pp | 75.8%+17.3pp | 72.2%+20.9pp |
| Annual return | 17.99% | 17.17%+0.8pp | 46.47%-28.5pp | 59.29%-41.3pp |
| Employer contribution / active EE | $1,973 | $2,877-31.4% | $3,660-46.1% | $2,234-11.6% |
| Participant deferral / active EE | $6,961 | $3,338+108.5% | $4,370+59.3% | $3,805+82.9% |
| Admin fee / account holder | $156 | $216-27.7% | $5,945-97.4% | $158-1.2% |