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 | $170,716 | $75,388+126.4% | $123,544+38.2% | $55,725+206.4% |
| Participation rate | 71.3% | 75.7%-4.3pp | 82.3%-11.0pp | 70.9%+0.5pp |
| Annual return | -6.01% | 4.48%-10.5pp | 119.20%-125.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,484 | $3,063-51.6% | $4,628-67.9% | $2,078-28.6% |
| Participant deferral / active EE | $12,566 | $5,651+122.4% | $6,426+95.6% | $3,356+274.5% |
| Admin fee / account holder | $3 | $120-97.6% | $9,284-100.0% | $115-97.5% |