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 | $143,430 | $74,552+92.4% | $62,995+127.7% | $69,631+106.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.87% | 15.77%-0.9pp | 87.57%-72.7pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $7,245 | $2,929+147.3% | $2,759+162.6% | $2,032+256.5% |
| Participant deferral / active EE | $4,438 | $2,974+49.2% | $3,329+33.3% | $3,224+37.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |