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 | $84,210 | $59,328+41.9% | $118,925-29.2% | $73,488+14.6% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 68.12% | 19.13%+49.0pp | 35.88%+32.2pp | 28.51%+39.6pp |
| Employer contribution / active EE | $5,142 | $1,803+185.1% | $3,263+57.6% | $2,270+126.5% |
| Participant deferral / active EE | $3,155 | $2,604+21.1% | $4,265-26.0% | $3,740-15.6% |
| Admin fee / account holder | $29 | $600-95.1% | $6,581-99.6% | $513-94.3% |