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 | $83,007 | $69,763+19.0% | $67,502+23.0% | $74,495+11.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.60% | -40.34%+54.9pp | 3512.12%-3497.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $4,031 | $2,704+49.1% | $2,731+47.6% | $2,623+53.7% |
| Participant deferral / active EE | $4,709 | $3,636+29.5% | $4,000+17.7% | $4,346+8.4% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |