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 | $107,949 | $70,002+54.2% | $115,037-6.2% | $52,331+106.3% |
| Participation rate | 80.7% | 72.1%+8.6pp | 81.4%-0.6pp | 68.1%+12.6pp |
| Annual return | -0.51% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $927 | $2,715-65.8% | $4,608-79.9% | $1,882-50.7% |
| Participant deferral / active EE | $8,391 | $4,920+70.6% | $6,026+39.2% | $3,022+177.7% |
| Admin fee / account holder | $24 | $566-95.8% | $8,175-99.7% | $592-96.0% |