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 | $49,692 | $31,109+59.7% | $67,711-26.6% | $52,331-5.0% |
| Participation rate | 92.7% | 54.0%+38.7pp | 67.5%+25.2pp | 68.1%+24.6pp |
| Annual return | -0.91% | 23.70%-24.6pp | 25.41%-26.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,437 | $1,076+33.6% | $2,559-43.9% | $1,882-23.6% |
| Participant deferral / active EE | $3,202 | $1,970+62.5% | $3,585-10.7% | $3,022+5.9% |
| Admin fee / account holder | $29 | $466-93.9% | $4,255-99.3% | $592-95.2% |