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 | $47,095 | $70,083-32.8% | $59,878-21.3% | $55,725-15.5% |
| Participation rate | 95.5% | 78.4%+17.2pp | 74.7%+20.8pp | 70.9%+24.7pp |
| Annual return | -0.94% | 3.13%-4.1pp | 3.46%-4.4pp | 244.93%-245.9pp |
| Employer contribution / active EE | $1,420 | $2,878-50.7% | $2,722-47.8% | $2,078-31.7% |
| Participant deferral / active EE | $3,145 | $3,079+2.2% | $3,402-7.5% | $3,356-6.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |