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 | $67,887 | $49,451+37.3% | $79,550-14.7% | $66,914+1.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -13.96% | 84.25%-98.2pp | 0.16%-14.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,800 | $1,266+121.2% | $2,413+16.0% | $2,544+10.0% |
| Participant deferral / active EE | $3,803 | $3,159+20.4% | $3,985-4.6% | $4,237-10.2% |
| Admin fee / account holder | $263 | $595-55.8% | $6,832-96.2% | $593-55.7% |