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 | $131,390 | $84,233+56.0% | $170,442-22.9% | $70,131+87.4% |
| Participation rate | 96.8% | 70.8%+26.0pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | 19.88% | 23.06%-3.2pp | 205.93%-186.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $11,209 | $3,387+230.9% | $5,433+106.3% | $2,342+378.5% |
| Participant deferral / active EE | $6,359 | $3,086+106.1% | $4,939+28.7% | $3,332+90.9% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |