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 | $93,499 | $73,102+27.9% | $123,544-24.3% | $56,287+66.1% |
| Participation rate | 94.2% | 74.3%+19.9pp | 82.3%+11.9pp | 69.9%+24.4pp |
| Annual return | -6.45% | 3.01%-9.5pp | 119.20%-125.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,466 | $2,977+16.4% | $4,628-25.1% | $2,111+64.2% |
| Participant deferral / active EE | $8,786 | $5,423+62.0% | $6,426+36.7% | $3,350+162.3% |
| Admin fee / account holder | $0 | $554-99.9% | $9,284-100.0% | $521-99.9% |