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 | $149,793 | $55,453+170.1% | $170,442-12.1% | $62,292+140.5% |
| Participation rate | 87.9% | 66.4%+21.5pp | 83.6%+4.3pp | 69.5%+18.4pp |
| Annual return | 21.44% | 21.38%+0.1pp | 205.93%-184.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $6,154 | $2,164+184.4% | $5,433+13.3% | $2,042+201.3% |
| Participant deferral / active EE | $4,213 | $2,303+83.0% | $4,939-14.7% | $3,169+32.9% |
| Admin fee / account holder | $24 | $455-94.7% | $13,880-99.8% | $479-95.0% |