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 | $113,686 | $52,953+114.7% | $172,739-34.2% | $65,185+74.4% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.1pp | 70.2%+23.6pp |
| Annual return | 21.98% | 30.12%-8.1pp | 802.84%-780.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,494 | $2,471+203.3% | $5,198+44.2% | $3,514+113.3% |
| Admin fee / account holder | $34 | $472-92.7% | $13,954-99.8% | $847-95.9% |