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 | $182,757 | $73,102+150.0% | $123,544+47.9% | $56,287+224.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.45% | 3.01%-8.5pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $9,441 | $2,977+217.1% | $4,628+104.0% | $2,111+347.2% |
| Participant deferral / active EE | $10,037 | $5,423+85.1% | $6,426+56.2% | $3,350+199.6% |
| Admin fee / account holder | $28 | $554-95.0% | $9,284-99.7% | $521-94.7% |