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 | $102,729 | $53,822+90.9% | $75,696+35.7% | $85,850+19.7% |
| Participation rate | 92.6% | 69.1%+23.5pp | 74.8%+17.8pp | 69.3%+23.3pp |
| Annual return | 17.88% | 24.54%-6.7pp | 104.53%-86.6pp | 318.53%-300.7pp |
| Employer contribution / active EE | $3,309 | $2,017+64.1% | $2,743+20.6% | $2,565+29.0% |
| Participant deferral / active EE | $4,869 | $2,895+68.2% | $3,821+27.4% | $3,952+23.2% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |