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 | $148,117 | $99,957+48.2% | $149,696-1.1% | $73,488+101.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.96% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $12,335 | $3,191+286.5% | $4,644+165.6% | $2,270+443.4% |
| Participant deferral / active EE | $3,371 | $6,073-44.5% | $6,842-50.7% | $3,740-9.8% |
| Admin fee / account holder | $46 | $551-91.7% | $9,309-99.5% | $513-91.1% |