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 | $121,795 | $33,067+268.3% | $76,523+59.2% | $56,287+116.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | 10.60% | 2.72%+7.9pp | -0.27%+10.9pp | -9.96%+20.6pp |
| Employer contribution / active EE | $9,355 | $1,200+679.4% | $2,647+253.4% | $2,111+343.2% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $62 | $537-88.5% | $4,848-98.7% | $521-88.1% |