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 | $71,843 | $45,035+59.5% | $62,995+14.0% | $70,131+2.4% |
| Participation rate | 98.9% | 69.5%+29.4pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 47.00% | 18.76%+28.2pp | 87.57%-40.6pp | 73.14%-26.1pp |
| Employer contribution / active EE | $3,300 | $2,051+60.9% | $2,759+19.6% | $2,342+40.9% |
| Participant deferral / active EE | $4,534 | $2,465+84.0% | $3,329+36.2% | $3,332+36.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |