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 | $75,565 | $49,177+53.7% | $79,464-4.9% | $64,186+17.7% |
| Participation rate | 99.0% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.4pp |
| Annual return | -4.62% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,286 | $2,076+106.4% | $2,800+53.0% | $2,381+80.0% |
| Participant deferral / active EE | $2,391 | $2,821-15.2% | $3,704-35.4% | $3,470-31.1% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |