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 6-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 | $131,623 | $81,474+61.6% | $133,956-1.7% | $73,488+79.1% |
| Participation rate | 98.3% | 76.4%+22.0pp | 79.8%+18.5pp | 70.7%+27.6pp |
| Annual return | 359.93% | 19.40%+340.5pp | 45.09%+314.8pp | 28.51%+331.4pp |
| Employer contribution / active EE | $10,680 | $2,209+383.4% | $3,919+172.5% | $2,270+370.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |