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 | $132,220 | $69,362+90.6% | $101,248+30.6% | $73,488+79.9% |
| Participation rate | 98.8% | 68.4%+30.4pp | 75.8%+23.0pp | 70.7%+28.1pp |
| Annual return | 21.99% | 18.46%+3.5pp | 46.47%-24.5pp | 28.51%-6.5pp |
| Employer contribution / active EE | $3,825 | $2,628+45.5% | $3,660+4.5% | $2,270+68.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |