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 | $76,915 | $50,958+50.9% | $74,550+3.2% | $64,186+19.8% |
| Participation rate | 70.2% | 61.1%+9.2pp | 69.1%+1.1pp | 69.6%+0.6pp |
| Annual return | -6.51% | -1.86%-4.7pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,142 | $1,115+2.4% | $1,961-41.8% | $2,381-52.0% |
| Participant deferral / active EE | $2,942 | $2,301+27.8% | $3,108-5.3% | $3,470-15.2% |
| Admin fee / account holder | $85 | $4,223-98.0% | $5,060-98.3% | $4,888-98.3% |