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 | $29,930 | $77,813-61.5% | $123,544-75.8% | $64,186-53.4% |
| Participation rate | 76.0% | 74.7%+1.3pp | 82.3%-6.3pp | 69.6%+6.4pp |
| Annual return | -5.79% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,554 | $3,014+17.9% | $4,628-23.2% | $2,381+49.3% |
| Participant deferral / active EE | $6,201 | $5,240+18.3% | $6,426-3.5% | $3,470+78.7% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |