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 | $197,530 | $85,199+131.8% | $57,179+245.5% | $63,975+208.8% |
| Participation rate | 99.1% | 74.0%+25.0pp | 75.3%+23.7pp | 71.1%+27.9pp |
| Annual return | 7.26% | 10.43%-3.2pp | 14.59%-7.3pp | 48.65%-41.4pp |
| Employer contribution / active EE | $8,604 | $3,446+149.7% | $2,682+220.8% | $2,182+294.4% |
| Participant deferral / active EE | $8,306 | $3,109+167.2% | $3,096+168.3% | $3,356+147.5% |
| Admin fee / account holder | $1 | $39-98.7% | $3,139-100.0% | $70-99.3% |