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 | $69,045 | $60,795+13.6% | $69,455-0.6% | $65,185+5.9% |
| Participation rate | 98.3% | 74.9%+23.4pp | 74.6%+23.7pp | 70.2%+28.1pp |
| Annual return | 6.54% | 17.46%-10.9pp | 28.97%-22.4pp | 29.38%-22.8pp |
| Employer contribution / active EE | $3,823 | $2,452+55.9% | $2,779+37.6% | $2,177+75.7% |
| Participant deferral / active EE | $5,874 | $3,162+85.8% | $3,535+66.1% | $3,514+67.2% |
| Admin fee / account holder | $25 | $314-92.1% | $3,839-99.4% | $847-97.1% |