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 | $103,106 | $57,976+77.8% | $62,995+63.7% | $62,292+65.5% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 14.89% | 17.54%-2.6pp | 87.57%-72.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $3,912 | $2,415+62.0% | $2,759+41.8% | $2,042+91.6% |
| Participant deferral / active EE | $5,263 | $2,956+78.1% | $3,329+58.1% | $3,169+66.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |