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 | $240,212 | $70,475+240.8% | $100,516+139.0% | $79,858+200.8% |
| Participation rate | 97.9% | 73.7%+24.3pp | 79.4%+18.5pp | 69.6%+28.3pp |
| Annual return | 16.01% | 21.90%-5.9pp | 30.89%-14.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $9,394 | $2,165+334.0% | $3,418+174.9% | $2,471+280.2% |
| Participant deferral / active EE | $8,362 | $5,181+61.4% | $6,270+33.4% | $3,740+123.6% |
| Admin fee / account holder | $49 | $4,478-98.9% | $8,081-99.4% | $5,306-99.1% |