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 | $185,675 | $102,553+81.1% | $151,611+22.5% | $66,914+177.5% |
| Participation rate | 84.2% | 85.5%-1.3pp | 87.5%-3.3pp | 69.8%+14.4pp |
| Annual return | 10.56% | -10.82%+21.4pp | 3.33%+7.2pp | 1.58%+9.0pp |
| Employer contribution / active EE | $3,140 | $4,180-24.9% | $6,166-49.1% | $2,544+23.4% |
| Participant deferral / active EE | $5,254 | $6,641-20.9% | $8,363-37.2% | $4,237+24.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |