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 | $73,221 | $53,127+37.8% | $86,590-15.4% | $70,131+4.4% |
| Participation rate | 95.5% | 65.3%+30.2pp | 73.5%+22.0pp | 69.5%+26.0pp |
| Annual return | 18.26% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,294 | $2,068+59.3% | $2,839+16.0% | $2,342+40.6% |
| Participant deferral / active EE | $4,369 | $2,696+62.1% | $3,609+21.1% | $3,332+31.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |