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 6-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 | $160,852 | $176,491-8.9% | $95,952+67.6% | $90,288+78.2% |
| Participation rate | 94.9% | 86.6%+8.3pp | 77.1%+17.8pp | 73.4%+21.5pp |
| Annual return | 15.95% | 20.14%-4.2pp | 91.61%-75.7pp | 53.97%-38.0pp |
| Employer contribution / active EE | $4,240 | $2,789+52.0% | $2,541+66.9% | $2,524+68.0% |
| Participant deferral / active EE | $6,287 | $5,340+17.7% | $4,167+50.9% | $4,232+48.5% |
| Admin fee / account holder | $126 | $154-18.0% | $6,795-98.1% | $114+10.8% |