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 | $107,003 | $88,083+21.5% | $164,813-35.1% | $74,495+43.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 23.37% | 17.26%+6.1pp | 69.93%-46.6pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $7,236 | $2,593+179.1% | $4,341+66.7% | $2,623+175.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $239 | $2,234-89.3% | $12,690-98.1% | $1,942-87.7% |