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 | $72,927 | $52,467+39.0% | $57,179+27.5% | $55,167+32.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.14% | 7.72%-0.6pp | 14.59%-7.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,566 | $2,477+44.0% | $2,682+33.0% | $1,963+81.7% |
| Participant deferral / active EE | $4,464 | $2,830+57.7% | $3,096+44.2% | $3,054+46.2% |
| Admin fee / account holder | $1 | $269-99.8% | $3,139-100.0% | $504-99.9% |