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 | $122,783 | $49,177+149.7% | $79,464+54.5% | $64,186+91.3% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.6%+17.9pp |
| Annual return | -2.82% | -1.16%-1.7pp | 718.14%-721.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $6,252 | $2,076+201.1% | $2,800+123.2% | $2,381+162.6% |
| Participant deferral / active EE | $4,856 | $2,821+72.1% | $3,704+31.1% | $3,470+40.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |