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 | $87,447 | $52,467+66.7% | $57,179+52.9% | $55,167+58.5% |
| Participation rate | 96.1% | 75.8%+20.2pp | 75.3%+20.7pp | 69.0%+27.1pp |
| Annual return | 6.76% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,189 | $2,477+28.7% | $2,682+18.9% | $1,963+62.5% |
| Participant deferral / active EE | $4,888 | $2,830+72.7% | $3,096+57.9% | $3,054+60.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |