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 | $78,478 | $45,073+74.1% | $69,455+13.0% | $72,985+7.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.31% | 22.65%-4.3pp | 28.97%-10.7pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,791 | $2,054+84.6% | $2,779+36.4% | $2,440+55.4% |
| Participant deferral / active EE | $4,715 | $2,602+81.2% | $3,535+33.4% | $3,607+30.7% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |