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 | $141,444 | $53,127+166.2% | $86,590+63.3% | $70,131+101.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.97% | 27.66%-12.7pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,684 | $2,068+29.8% | $2,839-5.5% | $2,342+14.6% |
| Participant deferral / active EE | $6,185 | $2,696+129.4% | $3,609+71.4% | $3,332+85.6% |
| Admin fee / account holder | $4 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |