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 | $162,949 | $99,957+63.0% | $149,696+8.9% | $73,488+121.7% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 14.44% | 53.87%-39.4pp | 276.60%-262.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $7,335 | $3,191+129.9% | $4,644+57.9% | $2,270+223.1% |
| Participant deferral / active EE | $11,193 | $6,073+84.3% | $6,842+63.6% | $3,740+199.3% |
| Admin fee / account holder | $17 | $551-97.0% | $9,309-99.8% | $513-96.8% |