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 | $115,881 | $76,000+52.5% | $154,107-24.8% | $64,186+80.5% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -5.67% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $12,024 | $3,351+258.8% | $5,298+127.0% | $2,381+405.0% |
| Participant deferral / active EE | $7,409 | $3,175+133.4% | $5,081+45.8% | $3,470+113.5% |
| Admin fee / account holder | $3 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |