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 | $102,593 | $55,453+85.0% | $170,442-39.8% | $62,292+64.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.97% | 21.38%-6.4pp | 205.93%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $4,359 | $2,164+101.5% | $5,433-19.8% | $2,042+113.4% |
| Participant deferral / active EE | $4,915 | $2,303+113.4% | $4,939-0.5% | $3,169+55.1% |
| Admin fee / account holder | $15 | $455-96.8% | $13,880-99.9% | $479-96.9% |