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 | $116,766 | $70,908+64.7% | $98,907+18.1% | $73,488+58.9% |
| Participation rate | 93.8% | 73.8%+20.1pp | 76.0%+17.8pp | 70.7%+23.2pp |
| Annual return | 13.20% | 34.17%-21.0pp | 196.43%-183.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $6,700 | $2,036+229.0% | $2,689+149.2% | $2,270+195.1% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $58 | $535-89.1% | $6,642-99.1% | $513-88.6% |