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 | $79,785 | $52,467+52.1% | $57,179+39.5% | $55,167+44.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.21% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,819 | $2,477+13.8% | $2,682+5.1% | $1,963+43.7% |
| Participant deferral / active EE | $3,178 | $2,830+12.3% | $3,096+2.7% | $3,054+4.1% |
| Admin fee / account holder | $4 | $269-98.5% | $3,139-99.9% | $504-99.2% |