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 | $89,445 | $50,637+76.6% | $86,590+3.3% | $62,292+43.6% |
| Participation rate | 75.4% | 67.9%+7.5pp | 73.5%+1.8pp | 69.5%+5.8pp |
| Annual return | 20.95% | 20.80%+0.1pp | 964.84%-943.9pp | 28.90%-7.9pp |
| Employer contribution / active EE | $3,896 | $2,075+87.7% | $2,839+37.2% | $2,042+90.8% |
| Participant deferral / active EE | $7,297 | $2,611+179.4% | $3,609+102.2% | $3,169+130.2% |
| Admin fee / account holder | $272 | $413-34.2% | $4,906-94.5% | $479-43.2% |