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 | $68,737 | $52,467+31.0% | $57,179+20.2% | $55,167+24.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.63% | 7.72%-0.1pp | 14.59%-7.0pp | 169.23%-161.6pp |
| Employer contribution / active EE | $5,282 | $2,477+113.2% | $2,682+96.9% | $1,963+169.1% |
| Participant deferral / active EE | $3,551 | $2,830+25.5% | $3,096+14.7% | $3,054+16.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |