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 | $68,775 | $48,076+43.1% | $78,689-12.6% | $62,891+9.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.61% | 31.35%-24.7pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,331 | $2,015+214.3% | $2,851+122.1% | $2,281+177.6% |
| Participant deferral / active EE | $7,129 | $2,588+175.5% | $3,517+102.7% | $3,203+122.6% |
| Admin fee / account holder | $2 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |