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 | $103,914 | $80,005+29.9% | $140,016-25.8% | $55,725+86.5% |
| Participation rate | 82.2% | 87.0%-4.8pp | 87.5%-5.3pp | 70.9%+11.3pp |
| Annual return | 0.99% | 0.46%+0.5pp | 651.12%-650.1pp | 244.93%-243.9pp |
| Employer contribution / active EE | $1,858 | $3,403-45.4% | $5,606-66.8% | $2,078-10.6% |
| Participant deferral / active EE | $3,935 | $5,264-25.2% | $6,927-43.2% | $3,356+17.3% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |