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 | $163,647 | $99,957+63.7% | $149,696+9.3% | $73,488+122.7% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.5%+14.3pp | 70.7%+26.1pp |
| Annual return | 50.93% | 53.87%-2.9pp | 276.60%-225.7pp | 28.51%+22.4pp |
| Employer contribution / active EE | $7,350 | $3,191+130.3% | $4,644+58.2% | $2,270+223.8% |
| Participant deferral / active EE | $3,564 | $6,073-41.3% | $6,842-47.9% | $3,740-4.7% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |