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 | $162,585 | $69,305+134.6% | $82,313+97.5% | $69,631+133.5% |
| Participation rate | 99.7% | 80.3%+19.4pp | 76.9%+22.8pp | 70.7%+29.0pp |
| Annual return | 27.10% | 21.47%+5.6pp | 25.88%+1.2pp | 27571.02%-27543.9pp |
| Employer contribution / active EE | $6,022 | $1,887+219.2% | $2,428+148.0% | $2,032+196.3% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |