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 | $124,099 | $98,750+25.7% | $149,696-17.1% | $79,858+55.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 14.07% | 27.43%-13.4pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,448 | $3,216+69.4% | $4,644+17.3% | $2,471+120.5% |
| Participant deferral / active EE | $12,583 | $5,680+121.5% | $6,842+83.9% | $3,740+236.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |