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 | $73,097 | $52,467+39.3% | $57,179+27.8% | $55,167+32.5% |
| Participation rate | 92.2% | 75.8%+16.3pp | 75.3%+16.8pp | 69.0%+23.2pp |
| Annual return | 5.91% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $3,864 | $2,477+56.0% | $2,682+44.1% | $1,963+96.9% |
| Participant deferral / active EE | $6,487 | $2,830+129.2% | $3,096+109.5% | $3,054+112.4% |
| Admin fee / account holder | $0 | $269-99.8% | $3,139-100.0% | $504-99.9% |