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 | $196,736 | $80,177+145.4% | $123,892+58.8% | $57,658+241.2% |
| Participation rate | 98.2% | 74.4%+23.8pp | 81.4%+16.8pp | 70.2%+28.0pp |
| Annual return | 12.00% | 17.90%-5.9pp | 47.52%-35.5pp | 5.13%+6.9pp |
| Employer contribution / active EE | $14,554 | $2,913+399.7% | $4,617+215.2% | $1,974+637.4% |
| Participant deferral / active EE | $12,712 | $5,130+147.8% | $5,984+112.4% | $3,061+315.3% |
| Admin fee / account holder | $3 | $106-97.2% | $8,357-100.0% | $95-96.8% |