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 | $45,398 | $73,102-37.9% | $123,544-63.3% | $56,287-19.3% |
| Participation rate | 92.0% | 74.3%+17.7pp | 82.3%+9.7pp | 69.9%+22.2pp |
| Annual return | -4.31% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,725 | $2,977+25.1% | $4,628-19.5% | $2,111+76.4% |
| Participant deferral / active EE | $5,244 | $5,423-3.3% | $6,426-18.4% | $3,350+56.5% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |