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 | $10,091 | $42,383-76.2% | $76,523-86.8% | $64,186-84.3% |
| Participation rate | 85.2% | 58.1%+27.1pp | 68.0%+17.2pp | 69.6%+15.7pp |
| Annual return | -7.27% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $538 | $1,563-65.6% | $2,647-79.7% | $2,381-77.4% |
| Participant deferral / active EE | $1,437 | $2,566-44.0% | $3,835-62.5% | $3,470-58.6% |
| Admin fee / account holder | $82 | $3,198-97.4% | $4,848-98.3% | $4,888-98.3% |