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 | $123,653 | $57,354+115.6% | $83,848+47.5% | $64,186+92.6% |
| Participation rate | 70.9% | 68.6%+2.3pp | 76.1%-5.2pp | 69.6%+1.4pp |
| Annual return | -4.58% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,120 | $2,545+61.9% | $3,631+13.5% | $2,381+73.1% |
| Participant deferral / active EE | $9,487 | $2,993+217.0% | $4,082+132.4% | $3,470+173.4% |
| Admin fee / account holder | $7 | $4,046-99.8% | $5,478-99.9% | $4,888-99.9% |