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 | $124,519 | $80,753+54.2% | $136,294-8.6% | $62,292+99.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.93% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $5,788 | $2,884+100.7% | $4,695+23.3% | $2,042+183.4% |
| Participant deferral / active EE | $8,993 | $5,164+74.1% | $6,247+44.0% | $3,169+183.8% |
| Admin fee / account holder | $24 | $525-95.4% | $9,243-99.7% | $479-94.9% |