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 | $129,030 | $58,879+119.1% | $178,490-27.7% | $73,488+75.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.88% | 24.86%-14.0pp | 151.07%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $6,338 | $2,236+183.4% | $5,011+26.5% | $2,270+179.2% |
| Participant deferral / active EE | $6,267 | $2,567+144.1% | $5,202+20.5% | $3,740+67.6% |
| Admin fee / account holder | $53 | $400-86.7% | $13,984-99.6% | $513-89.6% |