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 | $65,182 | $45,152+44.4% | $73,843-11.7% | $59,632+9.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.44% | 27.40%-27.0pp | 2267.84%-2267.4pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $6,662 | $1,902+250.3% | $2,787+139.0% | $2,203+202.5% |
| Participant deferral / active EE | $7,378 | $2,574+186.7% | $3,583+105.9% | $3,192+131.2% |
| Admin fee / account holder | $3 | $3,516-99.9% | $4,880-99.9% | $4,297-99.9% |