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 9-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 | $170,952 | $78,419+118.0% | $133,956+27.6% | $73,409+132.9% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.8%+19.8pp | 72.2%+27.5pp |
| Annual return | 32.55% | 33.35%-0.8pp | 45.09%-12.5pp | 59.29%-26.7pp |
| Employer contribution / active EE | $5,588 | $2,044+173.4% | $3,919+42.6% | $2,234+150.2% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |