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 | $142,746 | $50,385+183.3% | $75,670+88.6% | $62,292+129.2% |
| Participation rate | 83.8% | 67.7%+16.1pp | 72.3%+11.5pp | 69.5%+14.3pp |
| Annual return | 18.34% | 19.90%-1.6pp | 27.34%-9.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $4,144 | $1,537+169.6% | $2,352+76.2% | $2,042+102.9% |
| Participant deferral / active EE | $6,007 | $2,445+145.7% | $3,142+91.2% | $3,169+89.5% |
| Admin fee / account holder | $70 | $384-81.8% | $5,800-98.8% | $479-85.4% |