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 | $155,857 | $81,548+91.1% | $141,162+10.4% | $89,569+74.0% |
| Participation rate | 99.0% | 64.9%+34.2pp | 82.5%+16.5pp | 69.6%+29.4pp |
| Annual return | 21.77% | 47.43%-25.7pp | 71.39%-49.6pp | 34.56%-12.8pp |
| Employer contribution / active EE | $8,146 | $2,272+258.6% | $4,735+72.0% | $2,584+215.2% |
| Participant deferral / active EE | $0 | $5,280-100.0% | $6,709-100.0% | $4,220-100.0% |
| Admin fee / account holder | $0 | $68-99.5% | $10,261-100.0% | $72-99.5% |