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 | $132,824 | $46,732+184.2% | $156,549-15.2% | $55,167+140.8% |
| Participation rate | 91.2% | 65.8%+25.4pp | 84.0%+7.2pp | 69.0%+22.3pp |
| Annual return | 22.99% | 17.72%+5.3pp | 32.23%-9.2pp | 169.23%-146.2pp |
| Employer contribution / active EE | $6,384 | $2,105+203.2% | $5,501+16.0% | $1,963+225.3% |
| Participant deferral / active EE | $4,423 | $2,204+100.7% | $4,871-9.2% | $3,054+44.8% |
| Admin fee / account holder | $21 | $418-94.9% | $13,027-99.8% | $504-95.8% |