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 | $90,776 | $57,976+56.6% | $62,995+44.1% | $62,292+45.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.01% | 17.54%-2.5pp | 87.57%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $4,149 | $2,415+71.8% | $2,759+50.4% | $2,042+103.2% |
| Participant deferral / active EE | $4,723 | $2,956+59.8% | $3,329+41.9% | $3,169+49.0% |
| Admin fee / account holder | $10 | $276-96.4% | $3,600-99.7% | $479-98.0% |