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 | $164,813 | $52,467+214.1% | $57,179+188.2% | $55,167+198.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.73% | 7.72%-2.0pp | 14.59%-8.9pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,078 | $2,477-16.1% | $2,682-22.5% | $1,963+5.9% |
| Participant deferral / active EE | $2,018 | $2,830-28.7% | $3,096-34.8% | $3,054-33.9% |
| Admin fee / account holder | $13 | $269-95.3% | $3,139-99.6% | $504-97.5% |