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 9-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 | $64,383 | $60,989+5.6% | $60,874+5.8% | $66,914-3.8% |
| Participation rate | 98.4% | 74.5%+23.9pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -10.59% | -9.60%-1.0pp | 16.90%-27.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,380 | $2,661-10.6% | $2,701-11.9% | $2,544-6.5% |
| Participant deferral / active EE | $3,100 | $3,615-14.3% | $3,817-18.8% | $4,237-26.8% |
| Admin fee / account holder | $96 | $338-71.8% | $3,224-97.0% | $593-83.9% |