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 | $151,990 | $55,002+176.3% | $59,878+153.8% | $56,287+170.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -4.33% | 1.13%-5.5pp | 3.46%-7.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $10,477 | $2,448+328.0% | $2,722+285.0% | $2,111+396.3% |
| Participant deferral / active EE | $7,920 | $3,121+153.8% | $3,402+132.8% | $3,350+136.4% |
| Admin fee / account holder | $171 | $236-27.4% | $3,590-95.2% | $521-67.1% |