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 | $100,618 | $43,327+132.2% | $59,878+68.0% | $64,186+56.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.19% | -1.55%-0.6pp | 3.46%-5.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $6,117 | $2,028+201.6% | $2,722+124.8% | $2,381+156.9% |
| Participant deferral / active EE | $6,348 | $2,546+149.3% | $3,402+86.6% | $3,470+83.0% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |