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 | $108,617 | $79,523+36.6% | $140,016-22.4% | $56,287+93.0% |
| Participation rate | 96.4% | 85.7%+10.7pp | 87.5%+8.9pp | 69.9%+26.5pp |
| Annual return | -5.23% | 2.39%-7.6pp | 651.12%-656.3pp | -9.96%+4.7pp |
| Employer contribution / active EE | $6,660 | $3,350+98.8% | $5,606+18.8% | $2,111+215.5% |
| Participant deferral / active EE | $7,560 | $5,129+47.4% | $6,927+9.1% | $3,350+125.7% |
| Admin fee / account holder | $20 | $614-96.8% | $10,705-99.8% | $521-96.2% |