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 | $40,181 | $48,576-17.3% | $169,463-76.3% | $56,287-28.6% |
| Participation rate | 88.4% | 65.8%+22.6pp | 77.8%+10.6pp | 69.9%+18.5pp |
| Annual return | -6.75% | -2.51%-4.2pp | 1.83%-8.6pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,089 | $1,559+34.0% | $4,159-49.8% | $2,111-1.1% |
| Participant deferral / active EE | $3,399 | $3,275+3.8% | $5,277-35.6% | $3,350+1.5% |
| Admin fee / account holder | $3 | $435-99.3% | $9,109-100.0% | $521-99.4% |