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 | $65,878 | $43,423+51.7% | $78,689-16.3% | $55,167+19.4% |
| Participation rate | 93.2% | 68.0%+25.1pp | 73.6%+19.6pp | 69.0%+24.2pp |
| Annual return | 11.53% | 11.53%0pp | 62.18%-50.6pp | 169.23%-157.7pp |
| Employer contribution / active EE | $6,894 | $1,997+245.2% | $2,851+141.8% | $1,963+251.3% |
| Participant deferral / active EE | $5,132 | $2,509+104.6% | $3,517+45.9% | $3,054+68.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |