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 | $99,523 | $80,005+24.4% | $140,016-28.9% | $55,725+78.6% |
| Participation rate | 82.9% | 87.0%-4.1pp | 87.5%-4.6pp | 70.9%+12.1pp |
| Annual return | -5.16% | 0.46%-5.6pp | 651.12%-656.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,153 | $3,403+22.0% | $5,606-25.9% | $2,078+99.8% |
| Participant deferral / active EE | $4,921 | $5,264-6.5% | $6,927-29.0% | $3,356+46.6% |
| Admin fee / account holder | $2 | $116-98.5% | $10,705-100.0% | $115-98.5% |