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 | $104,648 | $74,024+41.4% | $77,999+34.2% | $57,658+81.5% |
| Participation rate | 92.6% | 79.7%+12.8pp | 75.5%+17.0pp | 70.2%+22.3pp |
| Annual return | 6.65% | 12.14%-5.5pp | 425.96%-419.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,097 | $2,365+115.5% | $2,470+106.3% | $1,974+158.2% |
| Participant deferral / active EE | $5,670 | $3,533+60.5% | $3,497+62.1% | $3,061+85.3% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |