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 | $104,714 | $66,302+57.9% | $110,238-5.0% | $56,287+86.0% |
| Participation rate | 97.9% | 74.9%+23.0pp | 79.8%+18.1pp | 69.9%+28.0pp |
| Annual return | -5.41% | -1.18%-4.2pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,228 | $2,047+155.3% | $3,826+36.6% | $2,111+147.6% |
| Participant deferral / active EE | $5,447 | $3,381+61.1% | $4,672+16.6% | $3,350+62.6% |
| Admin fee / account holder | $4 | $698-99.5% | $8,547-100.0% | $521-99.3% |