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 | $206,422 | $45,035+358.4% | $62,995+227.7% | $70,131+194.3% |
| Participation rate | 98.8% | 69.5%+29.3pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 14.00% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $12,424 | $2,051+505.7% | $2,759+350.3% | $2,342+430.4% |
| Participant deferral / active EE | $7,330 | $2,465+197.4% | $3,329+120.2% | $3,332+120.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |