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 | $180,526 | $69,362+160.3% | $101,248+78.3% | $73,488+145.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 30.13% | 18.46%+11.7pp | 46.47%-16.3pp | 28.51%+1.6pp |
| Employer contribution / active EE | $5,323 | $2,628+102.5% | $3,660+45.5% | $2,270+134.5% |
| Participant deferral / active EE | $4,863 | $3,300+47.4% | $4,370+11.3% | $3,740+30.0% |
| Admin fee / account holder | $1 | $704-99.8% | $5,945-100.0% | $513-99.8% |