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 | $100,242 | $88,324+13.5% | $115,037-12.9% | $55,191+81.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -0.43% | 6.30%-6.7pp | 26.14%-26.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $4,011 | $2,805+43.0% | $4,608-13.0% | $1,899+111.2% |
| Participant deferral / active EE | $7,117 | $5,042+41.2% | $6,026+18.1% | $3,046+133.6% |
| Admin fee / account holder | $4 | $105-95.9% | $8,175-99.9% | $91-95.2% |