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 5-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 | $98,737 | $81,537+21.1% | $149,718-34.1% | $69,631+41.8% |
| Participation rate | 97.7% | 86.1%+11.5pp | 87.1%+10.6pp | 70.7%+27.0pp |
| Annual return | 23.27% | 22.79%+0.5pp | 1501.63%-1478.4pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $3,130 | $3,239-3.4% | $5,445-42.5% | $2,032+54.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |