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 | $23,440 | $44,873-47.8% | $79,464-70.5% | $56,287-58.4% |
| Participation rate | 87.3% | 68.7%+18.5pp | 73.3%+13.9pp | 69.9%+17.4pp |
| Annual return | -6.78% | 0.81%-7.6pp | 718.14%-724.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $885 | $2,140-58.6% | $2,800-68.4% | $2,111-58.1% |
| Participant deferral / active EE | $2,125 | $2,746-22.6% | $3,704-42.6% | $3,350-36.6% |
| Admin fee / account holder | $62 | $418-85.1% | $5,113-98.8% | $521-88.1% |