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 | $191,658 | $89,355+114.5% | $141,162+35.8% | $72,985+162.6% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 22.50% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,327 | $3,114-25.3% | $4,735-50.9% | $2,440-4.6% |
| Participant deferral / active EE | $12,471 | $5,418+130.2% | $6,709+85.9% | $3,607+245.7% |
| Admin fee / account holder | $21 | $5,958-99.6% | $10,261-99.8% | $5,124-99.6% |