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 8-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 | $164,924 | $89,739+83.8% | $149,718+10.2% | $62,292+164.8% |
| Participation rate | 96.2% | 85.1%+11.1pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 24.65% | 21.01%+3.6pp | 1501.63%-1477.0pp | 28.90%-4.2pp |
| Employer contribution / active EE | $6,340 | $3,233+96.1% | $5,445+16.4% | $2,042+210.5% |
| Participant deferral / active EE | $4,400 | $4,797-8.3% | $6,569-33.0% | $3,169+38.8% |
| Admin fee / account holder | $173 | $551-68.7% | $11,283-98.5% | $479-64.0% |