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 5-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 | $113,128 | $80,005+41.4% | $140,016-19.2% | $55,725+103.0% |
| Participation rate | 84.6% | 87.0%-2.4pp | 87.5%-2.9pp | 70.9%+13.8pp |
| Annual return | 10.54% | 0.46%+10.1pp | 651.12%-640.6pp | 244.93%-234.4pp |
| Employer contribution / active EE | $3,193 | $3,403-6.2% | $5,606-43.0% | $2,078+53.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |