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 | $92,876 | $45,035+106.2% | $62,995+47.4% | $70,131+32.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.59% | 18.76%-5.2pp | 87.57%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $5,775 | $2,051+181.5% | $2,759+109.3% | $2,342+146.5% |
| Participant deferral / active EE | $4,803 | $2,465+94.9% | $3,329+44.3% | $3,332+44.2% |
| Admin fee / account holder | $15 | $2,834-99.5% | $3,600-99.6% | $4,645-99.7% |