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 | $91,221 | $77,813+17.2% | $123,544-26.2% | $64,186+42.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 32.48% | 12.48%+20.0pp | 119.20%-86.7pp | 7.63%+24.8pp |
| Employer contribution / active EE | $6,081 | $3,014+101.8% | $4,628+31.4% | $2,381+155.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $248 | $5,519-95.5% | $9,284-97.3% | $4,888-94.9% |