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 | $43,951 | $72,177-39.1% | $115,037-61.8% | $59,632-26.3% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | 0.30% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,945 | $2,841-31.5% | $4,608-57.8% | $2,203-11.7% |
| Participant deferral / active EE | $5,654 | $4,783+18.2% | $6,026-6.2% | $3,192+77.1% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |