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 | $107,943 | $49,227+119.3% | $70,449+53.2% | $79,858+35.2% |
| Participation rate | 96.9% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 13.98% | 30.06%-16.1pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $9,917 | $2,099+372.5% | $2,737+262.4% | $2,471+301.4% |
| Participant deferral / active EE | $4,757 | $2,768+71.9% | $3,709+28.3% | $3,740+27.2% |
| Admin fee / account holder | $14 | $2,878-99.5% | $3,845-99.6% | $5,306-99.7% |