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 | $115,274 | $43,999+162.0% | $79,464+45.1% | $55,725+106.9% |
| Participation rate | 99.1% | 66.9%+32.2pp | 73.3%+25.8pp | 70.9%+28.3pp |
| Annual return | -3.85% | 1.81%-5.7pp | 718.14%-722.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $10,995 | $1,830+501.0% | $2,800+292.6% | $2,078+429.1% |
| Participant deferral / active EE | $7,581 | $2,538+198.7% | $3,704+104.7% | $3,356+125.9% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |