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 | $233,411 | $55,453+320.9% | $170,442+36.9% | $62,292+274.7% |
| Participation rate | 78.8% | 66.4%+12.4pp | 83.6%-4.8pp | 69.5%+9.3pp |
| Annual return | 16.44% | 21.38%-4.9pp | 205.93%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $10,070 | $2,164+365.4% | $5,433+85.4% | $2,042+393.1% |
| Participant deferral / active EE | $9,229 | $2,303+300.8% | $4,939+86.8% | $3,169+191.2% |
| Admin fee / account holder | $3 | $455-99.2% | $13,880-100.0% | $479-99.3% |