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 | $138,549 | $65,376+111.9% | $87,100+59.1% | $65,185+112.5% |
| Participation rate | 92.7% | 75.3%+17.3pp | 76.9%+15.8pp | 70.2%+22.5pp |
| Annual return | 18.86% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,788 | $1,822+53.0% | $2,521+10.6% | $2,177+28.1% |
| Participant deferral / active EE | $9,519 | $3,388+180.9% | $4,049+135.1% | $3,514+170.9% |
| Admin fee / account holder | $15 | $520-97.0% | $7,497-99.8% | $847-98.2% |