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 9-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 | $138,097 | $133,040+3.8% | $119,258+15.8% | $79,386+74.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 82.7%+17.3pp | 70.7%+29.3pp |
| Annual return | 20.91% | 20.05%+0.9pp | 30.69%-9.8pp | 116.85%-95.9pp |
| Employer contribution / active EE | $7,949 | $4,390+81.1% | $4,384+81.3% | $2,427+227.5% |
| Participant deferral / active EE | $11,329 | $6,448+75.7% | $6,111+85.4% | $4,046+180.0% |
| Admin fee / account holder | $10 | $686-98.6% | $7,226-99.9% | $626-98.5% |