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 | $44,957 | $43,327+3.8% | $59,878-24.9% | $64,186-30.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.19% | -1.55%-1.6pp | 3.46%-6.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,262 | $2,028-37.8% | $2,722-53.6% | $2,381-47.0% |
| Participant deferral / active EE | $1,262 | $2,546-50.4% | $3,402-62.9% | $3,470-63.6% |
| Admin fee / account holder | $15 | $3,005-99.5% | $3,590-99.6% | $4,888-99.7% |