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 | $99,644 | $74,552+33.7% | $62,995+58.2% | $69,631+43.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 12.69% | 15.77%-3.1pp | 87.57%-74.9pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $5,498 | $2,929+87.7% | $2,759+99.3% | $2,032+170.6% |
| Participant deferral / active EE | $2,380 | $2,974-20.0% | $3,329-28.5% | $3,224-26.2% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |