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 6-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 | $87,944 | $63,114+39.3% | $92,893-5.3% | $65,185+34.9% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.41%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $24,460 | $2,571+851.5% | $3,653+569.6% | $2,177+1023.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |