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 | $228,687 | $80,753+183.2% | $136,294+67.8% | $62,292+267.1% |
| Participation rate | 91.8% | 73.5%+18.3pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 21.90% | 35.83%-13.9pp | 5155.94%-5134.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $3,955 | $2,884+37.1% | $4,695-15.8% | $2,042+93.7% |
| Participant deferral / active EE | $9,049 | $5,164+75.2% | $6,247+44.8% | $3,169+185.5% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.0% |