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 | $46,250 | $73,102-36.7% | $123,544-62.6% | $56,287-17.8% |
| Participation rate | 80.6% | 74.3%+6.2pp | 82.3%-1.7pp | 69.9%+10.7pp |
| Annual return | -4.70% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,661 | $2,977+56.6% | $4,628+0.7% | $2,111+120.8% |
| Participant deferral / active EE | $8,515 | $5,423+57.0% | $6,426+32.5% | $3,350+154.2% |
| Admin fee / account holder | $15 | $554-97.3% | $9,284-99.8% | $521-97.2% |