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 9-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 | $129,371 | $55,449+133.3% | $83,848+54.3% | $56,287+129.8% |
| Participation rate | 98.4% | 68.0%+30.4pp | 76.1%+22.2pp | 69.9%+28.5pp |
| Annual return | 85.42% | -1.38%+86.8pp | 850.88%-765.5pp | -9.96%+95.4pp |
| Employer contribution / active EE | $5,953 | $2,430+144.9% | $3,631+63.9% | $2,111+182.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |