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 9-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 | $83,401 | $61,272+36.1% | $149,673-44.3% | $71,457+16.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.13% | 35.85%-16.7pp | 134.42%-115.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $6,362 | $2,378+167.5% | $4,818+32.1% | $2,588+145.9% |
| Participant deferral / active EE | $6,232 | $2,917+113.6% | $5,680+9.7% | $4,289+45.3% |
| Admin fee / account holder | $12 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |