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 | $29,739 | $70,002-57.5% | $115,037-74.1% | $52,331-43.2% |
| Participation rate | 96.2% | 72.1%+24.1pp | 81.4%+14.9pp | 68.1%+28.1pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $5,190 | $2,715+91.1% | $4,608+12.6% | $1,882+175.8% |
| Participant deferral / active EE | $6,205 | $4,920+26.1% | $6,026+3.0% | $3,022+105.3% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.5% |