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 | $59,624 | $70,083-14.9% | $59,878-0.4% | $55,725+7.0% |
| Participation rate | 92.5% | 78.4%+14.2pp | 74.7%+17.8pp | 70.9%+21.7pp |
| Annual return | -4.05% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,557 | $2,878-45.9% | $2,722-42.8% | $2,078-25.1% |
| Participant deferral / active EE | $2,693 | $3,079-12.5% | $3,402-20.8% | $3,356-19.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |