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 | $145,677 | $57,976+151.3% | $62,995+131.3% | $62,292+133.9% |
| Participation rate | 97.6% | 75.9%+21.7pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 13.20% | 17.54%-4.3pp | 87.57%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $3,916 | $2,415+62.2% | $2,759+41.9% | $2,042+91.8% |
| Participant deferral / active EE | $6,013 | $2,956+103.4% | $3,329+80.6% | $3,169+89.7% |
| Admin fee / account holder | $0 | $276-99.9% | $3,600-100.0% | $479-99.9% |