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 | $220,539 | $86,372+155.3% | $123,892+78.0% | $65,292+237.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.4%+18.6pp | 72.4%+27.6pp |
| Annual return | 8.09% | 11.27%-3.2pp | 47.52%-39.4pp | 11.84%-3.7pp |
| Employer contribution / active EE | $2,157 | $2,838-24.0% | $4,617-53.3% | $2,302-6.3% |
| Participant deferral / active EE | $14,653 | $5,625+160.5% | $5,984+144.9% | $3,579+309.5% |
| Admin fee / account holder | $0 | $53-99.3% | $8,357-100.0% | $57-99.4% |