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 | $76,704 | $52,953+44.9% | $172,739-55.6% | $65,185+17.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.94% | 30.12%-6.2pp | 802.84%-778.9pp | 29.38%-5.4pp |
| Employer contribution / active EE | $6,461 | $2,190+195.1% | $5,143+25.6% | $2,177+196.8% |
| Participant deferral / active EE | $3,737 | $2,471+51.2% | $5,198-28.1% | $3,514+6.3% |
| Admin fee / account holder | $204 | $472-56.9% | $13,954-98.5% | $847-76.0% |