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 | $119,106 | $54,368+119.1% | $117,039+1.8% | $62,292+91.2% |
| Participation rate | 95.9% | 64.9%+31.0pp | 77.2%+18.7pp | 69.5%+26.4pp |
| Annual return | 14.16% | 21.77%-7.6pp | 18.95%-4.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $6,160 | $1,692+264.1% | $3,785+62.8% | $2,042+201.6% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |