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 | $64,429 | $48,300+33.4% | $40,145,923-99.8% | $62,891+2.4% |
| Participation rate | 87.1% | 62.0%+25.1pp | 68.4%+18.7pp | 69.3%+17.8pp |
| Annual return | 6.30% | 6.95%-0.7pp | 5.24%+1.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,632 | $1,333+22.4% | $1,844-11.5% | $2,281-28.5% |
| Participant deferral / active EE | $3,812 | $2,388+59.6% | $2,591+47.2% | $3,203+19.0% |
| Admin fee / account holder | $88 | $2,919-97.0% | $2,903-97.0% | $4,296-98.0% |