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 7-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 | $58,617 | $89,652-34.6% | $141,162-58.5% | $65,185-10.1% |
| Participation rate | 88.7% | 74.7%+14.0pp | 82.5%+6.2pp | 70.2%+18.5pp |
| Annual return | 22.64% | 32.79%-10.2pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,550 | $3,065-16.8% | $4,735-46.1% | $2,177+17.2% |
| Participant deferral / active EE | $5,050 | $5,691-11.3% | $6,709-24.7% | $3,514+43.7% |
| Admin fee / account holder | $85 | $569-85.0% | $10,261-99.2% | $847-89.9% |