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 | $145,108 | $63,114+129.9% | $92,893+56.2% | $65,185+122.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 36.42% | 28.75%+7.7pp | 109.41%-73.0pp | 29.38%+7.0pp |
| Employer contribution / active EE | $4,511 | $2,571+75.5% | $3,653+23.5% | $2,177+107.2% |
| Participant deferral / active EE | $4,561 | $3,108+46.7% | $4,236+7.7% | $3,514+29.8% |
| Admin fee / account holder | $6 | $624-99.0% | $5,794-99.9% | $847-99.3% |