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 | $53,113 | $58,083-8.6% | $80,019-33.6% | $56,287-5.6% |
| Participation rate | 80.5% | 73.6%+6.9pp | 75.8%+4.7pp | 69.9%+10.7pp |
| Annual return | -5.20% | 34.61%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,062 | $1,932+58.5% | $2,468+24.1% | $2,111+45.1% |
| Participant deferral / active EE | $6,272 | $3,135+100.1% | $3,686+70.2% | $3,350+87.2% |
| Admin fee / account holder | $8 | $623-98.7% | $6,521-99.9% | $521-98.5% |