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 | $55,847 | $77,813-28.2% | $123,544-54.8% | $64,186-13.0% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.8pp |
| Annual return | -5.64% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,696 | $5,240+123.2% | $6,426+82.0% | $3,470+237.1% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |