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 | $214,388 | $99,957+114.5% | $149,696+43.2% | $73,488+191.7% |
| Participation rate | 95.8% | 75.7%+20.1pp | 82.5%+13.4pp | 70.7%+25.2pp |
| Annual return | 28.87% | 53.87%-25.0pp | 276.60%-247.7pp | 28.51%+0.4pp |
| Employer contribution / active EE | $11,378 | $3,191+256.6% | $4,644+145.0% | $2,270+401.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $551-99.0% | $9,309-99.9% | $513-99.0% |