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 | $110,606 | $73,102+51.3% | $123,544-10.5% | $56,287+96.5% |
| Participation rate | 95.8% | 74.3%+21.5pp | 82.3%+13.5pp | 69.9%+26.0pp |
| Annual return | -7.03% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $6,739 | $2,977+126.4% | $4,628+45.6% | $2,111+219.2% |
| Participant deferral / active EE | $10,468 | $5,423+93.0% | $6,426+62.9% | $3,350+212.5% |
| Admin fee / account holder | $14 | $554-97.4% | $9,284-99.8% | $521-97.3% |