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 | $72,139 | $77,813-7.3% | $123,544-41.6% | $64,186+12.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.36% | 12.48%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $6,886 | $3,014+128.5% | $4,628+48.8% | $2,381+189.2% |
| Participant deferral / active EE | $7,868 | $5,240+50.2% | $6,426+22.5% | $3,470+126.8% |
| Admin fee / account holder | $14 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |