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 | $108,296 | $56,629+91.2% | $77,999+38.8% | $55,167+96.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 7.60% | 2866.98%-2859.4pp | 425.96%-418.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,922 | $1,723+127.6% | $2,470+58.8% | $1,963+99.8% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $9 | $467-98.0% | $5,480-99.8% | $504-98.1% |