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 | $69,175 | $70,002-1.2% | $115,037-39.9% | $52,331+32.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.53% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $4,932 | $2,715+81.7% | $4,608+7.0% | $1,882+162.1% |
| Participant deferral / active EE | $4,230 | $4,920-14.0% | $6,026-29.8% | $3,022+40.0% |
| Admin fee / account holder | $39 | $566-93.1% | $8,175-99.5% | $592-93.4% |