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 | $69,635 | $52,467+32.7% | $57,179+21.8% | $55,167+26.2% |
| Participation rate | 88.2% | 75.8%+12.4pp | 75.3%+12.9pp | 69.0%+19.2pp |
| Annual return | 7.46% | 7.72%-0.3pp | 14.59%-7.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $4,981 | $2,477+101.1% | $2,682+85.7% | $1,963+153.8% |
| Participant deferral / active EE | $6,944 | $2,830+145.4% | $3,096+124.3% | $3,054+127.4% |
| Admin fee / account holder | $50 | $269-81.6% | $3,139-98.4% | $504-90.2% |