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 | $167,082 | $77,813+114.7% | $123,544+35.2% | $64,186+160.3% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -4.61% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,878 | $3,014-37.7% | $4,628-59.4% | $2,381-21.1% |
| Participant deferral / active EE | $11,401 | $5,240+117.6% | $6,426+77.4% | $3,470+228.6% |
| Admin fee / account holder | $16 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |