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 | $125,725 | $105,181+19.5% | $159,436-21.1% | $85,850+46.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 14.35% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,975 | $3,318+19.8% | $4,829-17.7% | $2,565+55.0% |
| Participant deferral / active EE | $10,691 | $5,945+79.8% | $7,352+45.4% | $3,952+170.5% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |