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 | $90,124 | $50,637+78.0% | $86,590+4.1% | $62,292+44.7% |
| Participation rate | 83.1% | 67.9%+15.2pp | 73.5%+9.6pp | 69.5%+13.6pp |
| Annual return | 19.53% | 20.80%-1.3pp | 964.84%-945.3pp | 28.90%-9.4pp |
| Employer contribution / active EE | $8,022 | $2,075+286.5% | $2,839+182.5% | $2,042+292.8% |
| Participant deferral / active EE | $4,109 | $2,611+57.4% | $3,609+13.9% | $3,169+29.7% |
| Admin fee / account holder | $72 | $413-82.6% | $4,906-98.5% | $479-85.0% |