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 9-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 | $117,283 | $53,127+120.8% | $86,590+35.4% | $70,131+67.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.93% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $3,828 | $2,068+85.1% | $2,839+34.8% | $2,342+63.4% |
| Participant deferral / active EE | $8,971 | $2,696+232.8% | $3,609+148.6% | $3,332+169.3% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |