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 | $41,851 | $47,977-12.8% | $154,107-72.8% | $56,287-25.6% |
| Participation rate | 92.0% | 66.2%+25.8pp | 83.0%+8.9pp | 69.9%+22.1pp |
| Annual return | -3.14% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,943 | $2,169-10.4% | $5,298-63.3% | $2,111-8.0% |
| Participant deferral / active EE | $2,553 | $2,392+6.8% | $5,081-49.7% | $3,350-23.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |