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 | $150,872 | $65,322+131.0% | $70,449+114.2% | $73,488+105.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 11.36% | 15.71%-4.4pp | 109.03%-97.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $3,347 | $2,460+36.1% | $2,737+22.3% | $2,270+47.4% |
| Participant deferral / active EE | $5,413 | $3,375+60.4% | $3,709+46.0% | $3,740+44.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |