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 | $188,369 | $113,016+66.7% | $103,476+82.0% | $74,495+152.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 13.31% | 23.24%-9.9pp | 23.90%-10.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $9,597 | $4,881+96.6% | $4,672+105.4% | $2,623+265.9% |
| Participant deferral / active EE | $13,108 | $7,279+80.1% | $6,623+97.9% | $4,346+201.6% |
| Admin fee / account holder | $22 | $1,709-98.7% | $9,413-99.8% | $1,942-98.9% |