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 5-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 | $134,125 | $70,908+89.2% | $98,907+35.6% | $73,488+82.5% |
| Participation rate | 83.9% | 73.8%+10.2pp | 76.0%+7.9pp | 70.7%+13.2pp |
| Annual return | 14.31% | 34.17%-19.9pp | 196.43%-182.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,004 | $3,500+71.5% | $4,244+41.5% | $3,740+60.5% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |