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 | $114,001 | $45,073+152.9% | $69,455+64.1% | $72,985+56.2% |
| Participation rate | 90.7% | 68.5%+22.2pp | 74.6%+16.1pp | 69.5%+21.2pp |
| Annual return | 13.85% | 22.65%-8.8pp | 28.97%-15.1pp | 81.00%-67.1pp |
| Employer contribution / active EE | $4,211 | $2,054+105.0% | $2,779+51.5% | $2,440+72.6% |
| Participant deferral / active EE | $1,645 | $2,602-36.8% | $3,535-53.5% | $3,607-54.4% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |