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 | $25,311 | $27,330-7.4% | $67,711-62.6% | $55,191-54.1% |
| Participation rate | 79.2% | 47.5%+31.6pp | 67.5%+11.7pp | 69.2%+10.0pp |
| Annual return | 0.46% | 8.81%-8.3pp | 25.41%-24.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,278 | $855+49.5% | $2,559-50.1% | $1,899-32.7% |
| Participant deferral / active EE | $856 | $1,709-49.9% | $3,585-76.1% | $3,046-71.9% |
| Admin fee / account holder | -$97 | $109-188.6% | $4,255-102.3% | $91-206.6% |