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 | $125,468 | $98,750+27.1% | $149,696-16.2% | $79,858+57.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.04% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,265 | $3,216+125.9% | $4,644+56.4% | $2,471+194.0% |
| Participant deferral / active EE | $11,241 | $5,680+97.9% | $6,842+64.3% | $3,740+200.6% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |