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 | $69,621 | $51,244+35.9% | $80,975-14.0% | $55,167+26.2% |
| Participation rate | 98.7% | 71.7%+27.1pp | 75.8%+22.9pp | 69.0%+29.8pp |
| Annual return | 9.00% | 17.39%-8.4pp | 17.10%-8.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $4,154 | $1,770+134.7% | $3,714+11.8% | $1,963+111.7% |
| Participant deferral / active EE | $4,323 | $4,418-2.1% | $5,696-24.1% | $3,054+41.6% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |