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 | $88,582 | $49,227+79.9% | $70,449+25.7% | $79,858+10.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.89% | 30.06%-14.2pp | 109.03%-93.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,840 | $2,099+83.0% | $2,737+40.3% | $2,471+55.4% |
| Participant deferral / active EE | $4,787 | $2,768+72.9% | $3,709+29.1% | $3,740+28.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |