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 | $184,875 | $96,018+92.5% | $65,493+182.3% | $85,563+116.1% |
| Participation rate | 97.1% | 74.8%+22.3pp | 73.1%+24.0pp | 66.0%+31.2pp |
| Annual return | 13.49% | 14.51%-1.0pp | 982.45%-969.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $4,129 | $3,235+27.6% | $2,574+60.4% | $2,654+55.6% |
| Participant deferral / active EE | $5,434 | $4,055+34.0% | $3,961+37.2% | $4,375+24.2% |
| Admin fee / account holder | $0 | $271-100.0% | $5,028-100.0% | $834-100.0% |