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 | $46,352 | $44,221+4.8% | $121,196-61.8% | $56,287-17.7% |
| Participation rate | 96.6% | 61.1%+35.5pp | 71.7%+24.8pp | 69.9%+26.7pp |
| Annual return | -0.75% | -3.58%+2.8pp | 16.93%-17.7pp | -9.96%+9.2pp |
| Employer contribution / active EE | $4,633 | $1,480+213.1% | $4,022+15.2% | $2,111+119.4% |
| Participant deferral / active EE | $3,912 | $2,521+55.2% | $3,344+17.0% | $3,350+16.8% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |