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 | $108,618 | $92,971+16.8% | $96,683+12.3% | $74,419+46.0% |
| Participation rate | 98.3% | 71.5%+26.8pp | 74.3%+24.0pp | 70.7%+27.6pp |
| Annual return | 23.80% | 37.49%-13.7pp | 35.69%-11.9pp | 34.38%-10.6pp |
| Employer contribution / active EE | $5,934 | $3,426+73.2% | $3,737+58.8% | $2,637+125.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |