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 | $86,942 | $64,909+33.9% | $82,313+5.6% | $62,292+39.6% |
| Participation rate | 89.9% | 74.9%+15.0pp | 76.9%+13.0pp | 69.5%+20.4pp |
| Annual return | 15.97% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,301 | $1,676+37.3% | $2,428-5.2% | $2,042+12.7% |
| Participant deferral / active EE | $4,499 | $3,103+45.0% | $3,706+21.4% | $3,169+42.0% |
| Admin fee / account holder | $151 | $440-65.6% | $5,608-97.3% | $479-68.5% |