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 | $127,760 | $46,732+173.4% | $156,549-18.4% | $55,167+131.6% |
| Participation rate | 91.1% | 65.8%+25.3pp | 84.0%+7.1pp | 69.0%+22.1pp |
| Annual return | 7.77% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $5,002 | $2,105+137.6% | $5,501-9.1% | $1,963+154.9% |
| Participant deferral / active EE | $3,407 | $2,204+54.6% | $4,871-30.1% | $3,054+11.5% |
| Admin fee / account holder | $138 | $418-67.0% | $13,027-98.9% | $504-72.6% |