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 | $137,887 | $80,753+70.8% | $136,294+1.2% | $62,292+121.4% |
| Participation rate | 98.1% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 17.44% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $6,763 | $2,884+134.5% | $4,695+44.0% | $2,042+231.2% |
| Participant deferral / active EE | $7,312 | $5,164+41.6% | $6,247+17.0% | $3,169+130.7% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |