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 | $60,939 | $60,124+1.4% | $90,404-32.6% | $79,858-23.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.97% | 71.94%-59.0pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,979 | $2,068+140.8% | $3,262+52.6% | $2,471+101.5% |
| Participant deferral / active EE | $1,239 | $2,938-57.8% | $3,963-68.7% | $3,740-66.9% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |