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 | $180,402 | $121,341+48.7% | $189,513-4.8% | $79,386+127.2% |
| Participation rate | 83.9% | 86.1%-2.2pp | 87.8%-3.9pp | 70.7%+13.2pp |
| Annual return | 17.55% | 21.08%-3.5pp | 555.15%-537.6pp | 116.85%-99.3pp |
| Employer contribution / active EE | $2,755 | $3,915-29.6% | $6,162-55.3% | $2,427+13.5% |
| Participant deferral / active EE | $4,580 | $6,395-28.4% | $8,221-44.3% | $4,046+13.2% |
| Admin fee / account holder | $36 | $651-94.5% | $12,045-99.7% | $626-94.3% |