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 | $123,757 | $63,346+95.4% | $92,233+34.2% | $70,131+76.5% |
| Participation rate | 77.1% | 68.7%+8.4pp | 76.5%+0.6pp | 69.5%+7.5pp |
| Annual return | 15.54% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,888 | $2,471+57.3% | $3,679+5.7% | $2,342+66.0% |
| Participant deferral / active EE | $8,436 | $2,854+195.6% | $3,897+116.5% | $3,332+153.2% |
| Admin fee / account holder | $5 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |