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 | $24,574 | $59,186-58.5% | $76,768-68.0% | $56,287-56.3% |
| Participation rate | 89.2% | 75.2%+13.9pp | 77.0%+12.2pp | 69.9%+19.3pp |
| Annual return | -2.05% | 6.62%-8.7pp | 2.43%-4.5pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,451 | $1,759-17.5% | $2,485-41.6% | $2,111-31.3% |
| Participant deferral / active EE | $3,400 | $3,255+4.5% | $3,852-11.7% | $3,350+1.5% |
| Admin fee / account holder | $12 | $489-97.5% | $6,675-99.8% | $521-97.6% |