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 | $138,119 | $48,576+184.3% | $169,463-18.5% | $56,287+145.4% |
| Participation rate | 89.0% | 65.8%+23.2pp | 77.8%+11.2pp | 69.9%+19.1pp |
| Annual return | -5.48% | -2.51%-3.0pp | 1.83%-7.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,967 | $1,559+218.6% | $4,159+19.4% | $2,111+135.3% |
| Participant deferral / active EE | $9,397 | $3,275+186.9% | $5,277+78.1% | $3,350+180.5% |
| Admin fee / account holder | $6 | $435-98.7% | $9,109-99.9% | $521-98.9% |