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 | $46,133 | $73,102-36.9% | $123,544-62.7% | $56,287-18.0% |
| Participation rate | 99.2% | 74.3%+24.9pp | 82.3%+16.9pp | 69.9%+29.4pp |
| Annual return | -3.66% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,290 | $2,977-23.1% | $4,628-50.5% | $2,111+8.5% |
| Participant deferral / active EE | $5,628 | $5,423+3.8% | $6,426-12.4% | $3,350+68.0% |
| Admin fee / account holder | $10 | $554-98.1% | $9,284-99.9% | $521-98.0% |