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 | $151,535 | $95,542+58.6% | $69,455+118.2% | $67,579+124.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 18.91% | 17.67%+1.2pp | 28.97%-10.1pp | 378.56%-359.6pp |
| Employer contribution / active EE | $7,705 | $2,989+157.8% | $2,779+177.3% | $2,148+258.8% |
| Participant deferral / active EE | $4,994 | $3,263+53.1% | $3,535+41.3% | $3,539+41.1% |
| Admin fee / account holder | $50 | $90-44.7% | $3,839-98.7% | $142-65.1% |