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 | $202,306 | $88,083+129.7% | $164,813+22.7% | $74,495+171.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 19.69% | 17.26%+2.4pp | 69.93%-50.2pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $17,173 | $2,593+562.3% | $4,341+295.6% | $2,623+554.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $7 | $2,234-99.7% | $12,690-99.9% | $1,942-99.6% |