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 | $107,519 | $40,256+167.1% | $57,343+87.5% | $59,632+80.3% |
| Participation rate | 98.1% | 69.2%+29.0pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 3.87% | 27.49%-23.6pp | 24.39%-20.5pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $5,527 | $1,922+187.6% | $2,689+105.6% | $2,203+150.9% |
| Participant deferral / active EE | $5,761 | $2,399+140.1% | $3,162+82.2% | $3,192+80.5% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |