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 | $104,673 | $73,102+43.2% | $123,544-15.3% | $56,287+86.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.58% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,013 | $2,977+1.2% | $4,628-34.9% | $2,111+42.7% |
| Participant deferral / active EE | $6,530 | $5,423+20.4% | $6,426+1.6% | $3,350+94.9% |
| Admin fee / account holder | $17 | $554-96.8% | $9,284-99.8% | $521-96.6% |