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 | $100,549 | $42,396+137.2% | $67,313+49.4% | $56,287+78.6% |
| Participation rate | 98.6% | 61.0%+37.6pp | 69.1%+29.5pp | 69.9%+28.8pp |
| Annual return | -4.31% | -36.63%+32.3pp | -4.08%-0.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,350 | $1,414-4.5% | $2,566-47.4% | $2,111-36.0% |
| Participant deferral / active EE | $2,978 | $2,360+26.2% | $3,568-16.5% | $3,350-11.1% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |