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 | $226,705 | $103,641+118.7% | $107,525+110.8% | $102,872+120.4% |
| Participation rate | 97.5% | 79.4%+18.1pp | 75.1%+22.4pp | 73.0%+24.4pp |
| Annual return | 13.56% | 13.08%+0.5pp | 181.32%-167.8pp | 19.06%-5.5pp |
| Employer contribution / active EE | $2,560 | $5,096-49.8% | $3,754-31.8% | $3,526-27.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |