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 | $120,146 | $65,322+83.9% | $70,449+70.5% | $73,488+63.5% |
| Participation rate | 89.2% | 77.0%+12.3pp | 75.1%+14.2pp | 70.7%+18.5pp |
| Annual return | 14.21% | 15.71%-1.5pp | 109.03%-94.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,798 | $2,460+95.0% | $2,737+75.3% | $2,270+111.3% |
| Participant deferral / active EE | $6,855 | $3,375+103.1% | $3,709+84.8% | $3,740+83.3% |
| Admin fee / account holder | $99 | $214-53.9% | $3,845-97.4% | $513-80.7% |