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 | $50,320 | $57,108-11.9% | $94,224-46.6% | $52,331-3.8% |
| Participation rate | 79.0% | 72.9%+6.1pp | 78.8%+0.2pp | 68.1%+10.9pp |
| Annual return | -0.44% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $629 | $1,735-63.7% | $3,587-82.5% | $1,882-66.6% |
| Participant deferral / active EE | $2,494 | $3,040-18.0% | $4,320-42.3% | $3,022-17.5% |
| Admin fee / account holder | $11 | $546-98.0% | $6,269-99.8% | $592-98.1% |