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 | $77,500 | $57,976+33.7% | $62,995+23.0% | $62,292+24.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.21% | 17.54%+1.7pp | 87.57%-68.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $5,737 | $2,415+137.6% | $2,759+107.9% | $2,042+180.9% |
| Participant deferral / active EE | $7,007 | $2,956+137.0% | $3,329+110.5% | $3,169+121.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |