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 9-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 | $122,061 | $99,016+23.3% | $93,789+30.1% | $66,914+82.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -16.65% | -14.59%-2.1pp | -11.33%-5.3pp | 1.58%-18.2pp |
| Employer contribution / active EE | $8,466 | $4,769+77.5% | $4,323+95.9% | $2,544+232.8% |
| Participant deferral / active EE | $11,774 | $6,689+76.0% | $6,094+93.2% | $4,237+177.9% |
| Admin fee / account holder | $17 | $477-96.4% | $7,195-99.8% | $593-97.1% |