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 | $133,134 | $70,083+90.0% | $59,878+122.3% | $55,725+138.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.47% | 3.13%-6.6pp | 3.46%-6.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $7,503 | $2,878+160.6% | $2,722+175.7% | $2,078+261.0% |
| Participant deferral / active EE | $4,699 | $3,079+52.6% | $3,402+38.1% | $3,356+40.0% |
| Admin fee / account holder | $9 | $70-86.8% | $3,590-99.7% | $115-91.9% |