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 | $183,522 | $64,348+185.2% | $90,160+103.6% | $70,131+161.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.02% | 28.13%-11.1pp | 34.88%-17.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $8,942 | $2,046+337.1% | $3,318+169.5% | $2,342+281.8% |
| Participant deferral / active EE | $7,517 | $4,389+71.3% | $5,288+42.2% | $3,332+125.6% |
| Admin fee / account holder | $23 | $3,944-99.4% | $5,943-99.6% | $4,645-99.5% |