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 | $75,508 | $45,035+67.7% | $62,995+19.9% | $70,131+7.7% |
| Participation rate | 92.4% | 69.5%+22.9pp | 74.8%+17.6pp | 69.5%+22.9pp |
| Annual return | 30.92% | 18.76%+12.2pp | 87.57%-56.6pp | 73.14%-42.2pp |
| Employer contribution / active EE | $3,677 | $2,051+79.2% | $2,759+33.3% | $2,342+57.0% |
| Participant deferral / active EE | $5,933 | $2,465+140.7% | $3,329+78.2% | $3,332+78.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |