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 | $86,944 | $49,177+76.8% | $79,464+9.4% | $64,186+35.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.67% | -1.16%-2.5pp | 718.14%-721.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,807 | $2,076+276.0% | $2,800+178.8% | $2,381+227.9% |
| Participant deferral / active EE | $7,185 | $2,821+154.7% | $3,704+94.0% | $3,470+107.1% |
| Admin fee / account holder | $1 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |