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 | $75,213 | $62,928+19.5% | $172,739-56.5% | $67,579+11.3% |
| Participation rate | 92.2% | 64.5%+27.7pp | 82.6%+9.6pp | 71.3%+20.9pp |
| Annual return | 25.03% | 30.36%-5.3pp | 802.84%-777.8pp | 378.56%-353.5pp |
| Employer contribution / active EE | $4,737 | $1,636+189.5% | $5,143-7.9% | $2,148+120.6% |
| Participant deferral / active EE | $5,628 | $2,145+162.4% | $5,198+8.3% | $3,539+59.0% |
| Admin fee / account holder | $126 | $167-24.2% | $13,954-99.1% | $142-11.3% |