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 | $178,163 | $100,589+77.1% | $136,294+30.7% | $177,276+0.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 81.9%+18.1pp | 74.8%+25.2pp |
| Annual return | 16.63% | 39.18%-22.6pp | 5155.94%-5139.3pp | 21.25%-4.6pp |
| Employer contribution / active EE | $10,806 | $3,259+231.5% | $4,695+130.1% | $2,479+335.9% |
| Participant deferral / active EE | $0 | $5,830-100.0% | $6,247-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $55-99.9% | $9,243-100.0% | $154-100.0% |