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 | $101,038 | $62,928+60.6% | $172,739-41.5% | $67,579+49.5% |
| Participation rate | 93.1% | 64.5%+28.7pp | 82.6%+10.5pp | 71.3%+21.8pp |
| Annual return | 19.64% | 30.36%-10.7pp | 802.84%-783.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,682 | $2,145+258.2% | $5,198+47.8% | $3,539+117.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |