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 | $119,818 | $55,449+116.1% | $83,848+42.9% | $56,287+112.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -0.61% | -1.38%+0.8pp | 850.88%-851.5pp | -9.96%+9.3pp |
| Employer contribution / active EE | $4,955 | $2,430+103.9% | $3,631+36.5% | $2,111+134.7% |
| Participant deferral / active EE | $5,101 | $2,935+73.8% | $4,082+25.0% | $3,350+52.3% |
| Admin fee / account holder | $27 | $656-95.9% | $5,478-99.5% | $521-94.8% |