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 8-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 | $76,581 | $69,362+10.4% | $101,248-24.4% | $73,488+4.2% |
| Participation rate | 99.4% | 68.4%+31.0pp | 75.8%+23.6pp | 70.7%+28.7pp |
| Annual return | 16.94% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $18,746 | $2,628+613.2% | $3,660+412.2% | $2,270+725.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |