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 | $67,307 | $64,311+4.7% | $110,238-38.9% | $75,289-10.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 79.8%+20.2pp | 72.4%+27.6pp |
| Annual return | -3.57% | -1.74%-1.8pp | 314.74%-318.3pp | -0.04%-3.5pp |
| Employer contribution / active EE | $903 | $2,404-62.4% | $3,826-76.4% | $2,405-62.4% |
| Participant deferral / active EE | $4,140 | $3,892+6.4% | $4,672-11.4% | $3,739+10.7% |
| Admin fee / account holder | $41 | $88-53.3% | $8,547-99.5% | $102-60.0% |