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 | $144,610 | $46,732+209.4% | $156,549-7.6% | $55,167+162.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.45% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $10,274 | $2,105+388.1% | $5,501+86.8% | $1,963+423.5% |
| Participant deferral / active EE | $6,994 | $2,204+217.3% | $4,871+43.6% | $3,054+129.0% |
| Admin fee / account holder | $14 | $418-96.6% | $13,027-99.9% | $504-97.2% |