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 | $122,847 | $80,753+52.1% | $136,294-9.9% | $62,292+97.2% |
| Participation rate | 97.4% | 73.5%+23.9pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 16.83% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $11,404 | $2,884+295.5% | $4,695+142.9% | $2,042+458.4% |
| Participant deferral / active EE | $5,460 | $5,164+5.7% | $6,247-12.6% | $3,169+72.3% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |