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 | $99,886 | $52,681+89.6% | $75,781+31.8% | $59,632+67.5% |
| Participation rate | 78.4% | 67.2%+11.2pp | 75.8%+2.6pp | 68.7%+9.7pp |
| Annual return | -0.79% | 2.95%-3.7pp | 9.68%-10.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,583 | $2,193+63.4% | $3,323+7.8% | $2,203+62.7% |
| Participant deferral / active EE | $7,525 | $2,591+190.4% | $3,651+106.1% | $3,192+135.8% |
| Admin fee / account holder | $4 | $3,610-99.9% | $5,299-99.9% | $4,297-99.9% |