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 | $123,785 | $75,183+64.6% | $123,892-0.1% | $55,167+124.4% |
| Participation rate | 89.7% | 72.8%+16.8pp | 81.4%+8.2pp | 69.0%+20.7pp |
| Annual return | 7.69% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $6,163 | $2,823+118.3% | $4,617+33.5% | $1,963+214.0% |
| Participant deferral / active EE | $6,092 | $5,084+19.8% | $5,984+1.8% | $3,054+99.5% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |