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 | $98,111 | $51,620+90.1% | $90,281+8.7% | $65,185+50.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 19.18% | 24.94%-5.8pp | 78.10%-58.9pp | 29.38%-10.2pp |
| Employer contribution / active EE | $7,513 | $2,235+236.2% | $2,854+163.2% | $2,177+245.2% |
| Participant deferral / active EE | $6,990 | $2,871+143.5% | $3,885+79.9% | $3,514+98.9% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |