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 | $30,908 | $46,360-33.3% | $147,614-79.1% | $52,331-40.9% |
| Participation rate | 95.3% | 64.9%+30.4pp | 84.6%+10.7pp | 68.1%+27.2pp |
| Annual return | -0.44% | 1.62%-2.1pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $3,726 | $2,126+75.2% | $5,564-33.0% | $1,882+98.0% |
| Participant deferral / active EE | $5,434 | $2,258+140.7% | $4,895+11.0% | $3,022+79.8% |
| Admin fee / account holder | $3 | $766-99.6% | $11,611-100.0% | $592-99.5% |