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 | $122,523 | $74,706+64.0% | $75,696+61.9% | $79,386+54.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 27.32% | 18.52%+8.8pp | 104.53%-77.2pp | 116.85%-89.5pp |
| Employer contribution / active EE | $3,491 | $2,590+34.8% | $2,743+27.3% | $2,427+43.8% |
| Participant deferral / active EE | $4,967 | $3,533+40.6% | $3,821+30.0% | $4,046+22.8% |
| Admin fee / account holder | $227 | $374-39.4% | $3,619-93.7% | $626-63.7% |