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 | $132,080 | $99,957+32.1% | $149,696-11.8% | $73,488+79.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.59% | 53.87%-37.3pp | 276.60%-260.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,292 | $3,191+3.2% | $4,644-29.1% | $2,270+45.0% |
| Participant deferral / active EE | $6,138 | $6,073+1.1% | $6,842-10.3% | $3,740+64.1% |
| Admin fee / account holder | $20 | $551-96.3% | $9,309-99.8% | $513-96.0% |