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 | $122,240 | $75,183+62.6% | $123,892-1.3% | $55,167+121.6% |
| Participation rate | 94.8% | 72.8%+22.0pp | 81.4%+13.4pp | 69.0%+25.8pp |
| Annual return | 9.05% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $7,283 | $2,823+157.9% | $4,617+57.7% | $1,963+271.1% |
| Participant deferral / active EE | $7,871 | $5,084+54.8% | $5,984+31.5% | $3,054+157.7% |
| Admin fee / account holder | $31 | $663-95.3% | $8,357-99.6% | $504-93.8% |