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 | $139,919 | $82,917+68.7% | $103,333+35.4% | $77,643+80.2% |
| Participation rate | 99.0% | 71.6%+27.5pp | 74.5%+24.5pp | 70.6%+28.5pp |
| Annual return | 31.71% | 19.13%+12.6pp | 24.88%+6.8pp | 31.24%+0.5pp |
| Employer contribution / active EE | $5,952 | $3,552+67.6% | $3,868+53.9% | $2,726+118.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |