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 | $96,006 | $70,002+37.1% | $115,037-16.5% | $52,331+83.5% |
| Participation rate | 82.4% | 72.1%+10.3pp | 81.4%+1.0pp | 68.1%+14.3pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $5,925 | $2,715+118.3% | $4,608+28.6% | $1,882+214.9% |
| Participant deferral / active EE | $5,875 | $4,920+19.4% | $6,026-2.5% | $3,022+94.4% |
| Admin fee / account holder | $8 | $566-98.6% | $8,175-99.9% | $592-98.7% |