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 | $62,372 | $61,156+2.0% | $185,823-66.4% | $79,386-21.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 27.27% | 19.45%+7.8pp | 122.05%-94.8pp | 116.85%-89.6pp |
| Employer contribution / active EE | $7,642 | $2,321+229.3% | $5,167+47.9% | $2,427+214.8% |
| Participant deferral / active EE | $6,521 | $2,789+133.8% | $5,568+17.1% | $4,046+61.2% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.3% |