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 | $122,641 | $98,982+23.9% | $162,163-24.4% | $65,185+88.1% |
| Participation rate | 96.4% | 85.8%+10.6pp | 87.6%+8.8pp | 70.2%+26.2pp |
| Annual return | 22.36% | 24.84%-2.5pp | 115.59%-93.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $5,702 | $3,467+64.5% | $5,614+1.6% | $2,177+162.0% |
| Participant deferral / active EE | $7,746 | $5,384+43.9% | $7,298+6.1% | $3,514+120.4% |
| Admin fee / account holder | $32 | $596-94.6% | $10,843-99.7% | $847-96.2% |