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 | $79,183 | $69,763+13.5% | $67,502+17.3% | $74,495+6.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.88% | -40.34%+57.2pp | 3512.12%-3495.2pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,359 | $2,704-12.8% | $2,731-13.6% | $2,623-10.1% |
| Participant deferral / active EE | $5,388 | $3,636+48.2% | $4,000+34.7% | $4,346+24.0% |
| Admin fee / account holder | $25 | $896-97.3% | $3,998-99.4% | $1,942-98.7% |