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 | $104,496 | $39,898+161.9% | $121,196-13.8% | $55,725+87.5% |
| Participation rate | 97.1% | 61.2%+35.8pp | 71.7%+25.3pp | 70.9%+26.2pp |
| Annual return | 9.93% | -0.96%+10.9pp | 16.93%-7.0pp | 244.93%-235.0pp |
| Employer contribution / active EE | $2,166 | $1,295+67.2% | $4,022-46.1% | $2,078+4.2% |
| Participant deferral / active EE | $4,247 | $2,439+74.1% | $3,344+27.0% | $3,356+26.6% |
| Admin fee / account holder | $0 | $95-100.0% | $5,019-100.0% | $115-100.0% |