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 | $229,410 | $100,801+127.6% | $149,696+53.3% | $73,409+212.5% |
| Participation rate | 78.8% | 77.7%+1.1pp | 82.5%-3.7pp | 72.2%+6.6pp |
| Annual return | 15.72% | 265.34%-249.6pp | 276.60%-260.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,518 | $3,312-54.2% | $4,644-67.3% | $2,234-32.0% |
| Participant deferral / active EE | $14,890 | $6,404+132.5% | $6,842+117.6% | $3,805+291.3% |
| Admin fee / account holder | $2 | $181-98.9% | $9,309-100.0% | $158-98.8% |