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 | $211,543 | $55,182+283.4% | $73,307+188.6% | $55,191+283.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | 1.01% | 8.55%-7.5pp | 5.67%-4.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $5,063 | $1,935+161.7% | $3,237+56.4% | $1,899+166.6% |
| Participant deferral / active EE | $9,710 | $4,641+109.2% | $4,991+94.5% | $3,046+218.8% |
| Admin fee / account holder | $1 | $68-98.8% | $5,637-100.0% | $91-99.1% |