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 | $118,737 | $45,035+163.7% | $62,995+88.5% | $70,131+69.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.34% | 18.76%-6.4pp | 87.57%-75.2pp | 73.14%-60.8pp |
| Employer contribution / active EE | $6,505 | $2,051+217.1% | $2,759+135.8% | $2,342+177.7% |
| Participant deferral / active EE | $7,292 | $2,465+195.9% | $3,329+119.0% | $3,332+118.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |