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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,317 | $85,635+27.7% | $123,892-11.8% | $63,975+70.9% |
| Participation rate | 96.7% | 74.9%+21.7pp | 81.4%+15.3pp | 71.1%+25.5pp |
| Annual return | 28.40% | 15.74%+12.7pp | 47.52%-19.1pp | 48.65%-20.3pp |
| Employer contribution / active EE | $7,456 | $3,076+142.4% | $4,617+61.5% | $2,182+241.8% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |