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 | $112,015 | $65,557+70.9% | $105,738+5.9% | $56,287+99.0% |
| Participation rate | 99.4% | 63.4%+36.0pp | 76.3%+23.1pp | 69.9%+29.5pp |
| Annual return | -5.86% | -1.32%-4.5pp | 6.27%-12.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $6,207 | $1,788+247.1% | $3,268+89.9% | $2,111+194.0% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $6,913-100.0% | $521-100.0% |