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 | $74,250 | $57,435+29.3% | $105,218-29.4% | $55,191+34.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.2%+22.8pp | 69.2%+30.8pp |
| Annual return | 12.80% | 2.97%+9.8pp | 5.33%+7.5pp | 10.78%+2.0pp |
| Employer contribution / active EE | $7,850 | $1,920+308.9% | $3,255+141.1% | $1,899+313.4% |
| Participant deferral / active EE | $3,810 | $3,495+9.0% | $4,867-21.7% | $3,046+25.1% |
| Admin fee / account holder | $10 | $70-86.2% | $6,992-99.9% | $91-89.3% |