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 | $51,613 | $43,327+19.1% | $59,878-13.8% | $64,186-19.6% |
| Participation rate | 70.8% | 69.2%+1.7pp | 74.7%-3.9pp | 69.6%+1.3pp |
| Annual return | -2.07% | -1.55%-0.5pp | 3.46%-5.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,007 | $2,028-1.1% | $2,722-26.3% | $2,381-15.7% |
| Participant deferral / active EE | $2,310 | $2,546-9.3% | $3,402-32.1% | $3,470-33.4% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |