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 | $22,280 | $70,002-68.2% | $115,037-80.6% | $52,331-57.4% |
| Participation rate | 92.9% | 72.1%+20.8pp | 81.4%+11.5pp | 68.1%+24.8pp |
| Annual return | 0.08% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,877 | $2,715-30.9% | $4,608-59.3% | $1,882-0.3% |
| Participant deferral / active EE | $2,683 | $4,920-45.5% | $6,026-55.5% | $3,022-11.2% |
| Admin fee / account holder | -$1 | $566-100.1% | $8,175-100.0% | $592-100.1% |