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 | $138,344 | $84,233+64.2% | $170,442-18.8% | $70,131+97.3% |
| Participation rate | 75.8% | 70.8%+5.0pp | 83.6%-7.8pp | 69.5%+6.2pp |
| Annual return | 14.99% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $9,084 | $3,387+168.2% | $5,433+67.2% | $2,342+287.8% |
| Participant deferral / active EE | $3,916 | $3,086+26.9% | $4,939-20.7% | $3,332+17.5% |
| Admin fee / account holder | $3 | $5,698-100.0% | $13,880-100.0% | $4,645-99.9% |