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 8-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 | $134,683 | $51,769+160.2% | $57,343+134.9% | $52,331+157.4% |
| Participation rate | 97.1% | 75.2%+21.9pp | 75.1%+22.1pp | 68.1%+29.0pp |
| Annual return | 1.47% | 2.43%-1.0pp | 24.39%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $3,899 | $2,335+66.9% | $2,689+45.0% | $1,882+107.2% |
| Participant deferral / active EE | $5,955 | $2,794+113.1% | $3,162+88.3% | $3,022+97.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |