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 | $106,912 | $70,083+52.5% | $59,878+78.5% | $55,725+91.9% |
| Participation rate | 98.7% | 78.4%+20.3pp | 74.7%+24.0pp | 70.9%+27.8pp |
| Annual return | -3.20% | 3.13%-6.3pp | 3.46%-6.7pp | 244.93%-248.1pp |
| Employer contribution / active EE | $4,128 | $2,878+43.4% | $2,722+51.7% | $2,078+98.6% |
| Participant deferral / active EE | $3,888 | $3,079+26.3% | $3,402+14.3% | $3,356+15.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |