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 9-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 | $178,761 | $136,307+31.1% | $177,821+0.5% | $73,488+143.3% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.7%+9.0pp | 70.7%+26.1pp |
| Annual return | 131.82% | 18.68%+113.1pp | 48.32%+83.5pp | 28.51%+103.3pp |
| Employer contribution / active EE | $10,410 | $3,712+180.4% | $5,918+75.9% | $2,270+358.5% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |