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 | $152,843 | $68,408+123.4% | $57,179+167.3% | $57,658+165.1% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 6.51% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $6,414 | $2,869+123.6% | $2,682+139.1% | $1,974+225.0% |
| Participant deferral / active EE | $5,039 | $2,903+73.6% | $3,096+62.8% | $3,061+64.6% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |