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 | $133,772 | $89,652+49.2% | $141,162-5.2% | $65,185+105.2% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.5%+15.1pp | 70.2%+27.4pp |
| Annual return | 22.27% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $6,765 | $3,065+120.8% | $4,735+42.9% | $2,177+210.8% |
| Participant deferral / active EE | $10,496 | $5,691+84.4% | $6,709+56.4% | $3,514+198.7% |
| Admin fee / account holder | $18 | $569-96.8% | $10,261-99.8% | $847-97.9% |