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 | $148,562 | $69,362+114.2% | $101,248+46.7% | $73,488+102.2% |
| Participation rate | 80.2% | 68.4%+11.8pp | 75.8%+4.4pp | 70.7%+9.5pp |
| Annual return | 43.55% | 18.46%+25.1pp | 46.47%-2.9pp | 28.51%+15.0pp |
| Employer contribution / active EE | $4,872 | $2,628+85.4% | $3,660+33.1% | $2,270+114.6% |
| Participant deferral / active EE | $10,644 | $3,300+222.6% | $4,370+143.6% | $3,740+184.6% |
| Admin fee / account holder | $5 | $704-99.3% | $5,945-99.9% | $513-99.1% |