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 | $175,124 | $66,124+164.8% | $90,404+93.7% | $73,488+138.3% |
| Participation rate | 95.0% | 69.7%+25.3pp | 72.7%+22.3pp | 70.7%+24.3pp |
| Annual return | 11.36% | 17.65%-6.3pp | 1293.02%-1281.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $4,827 | $2,346+105.7% | $3,262+48.0% | $2,270+112.6% |
| Participant deferral / active EE | $5,838 | $3,039+92.1% | $3,963+47.3% | $3,740+56.1% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |