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 | $77,251 | $70,002+10.4% | $115,037-32.8% | $52,331+47.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 13.31% | 4.04%+9.3pp | 26.14%-12.8pp | 4.54%+8.8pp |
| Employer contribution / active EE | $9,505 | $2,715+250.1% | $4,608+106.3% | $1,882+405.1% |
| Participant deferral / active EE | $4,543 | $4,920-7.7% | $6,026-24.6% | $3,022+50.3% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |