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 | $128,106 | $59,186+116.4% | $76,768+66.9% | $56,287+127.6% |
| Participation rate | 92.8% | 75.2%+17.6pp | 77.0%+15.8pp | 69.9%+22.9pp |
| Annual return | -4.85% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,619 | $1,759+48.9% | $2,485+5.4% | $2,111+24.1% |
| Participant deferral / active EE | $9,318 | $3,255+186.3% | $3,852+141.9% | $3,350+178.2% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.2% |