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 | $46,403 | $60,989-23.9% | $60,874-23.8% | $66,914-30.7% |
| Participation rate | 82.5% | 74.5%+8.0pp | 73.1%+9.4pp | 69.8%+12.7pp |
| Annual return | -15.33% | -9.60%-5.7pp | 16.90%-32.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,118 | $2,661+17.2% | $2,701+15.4% | $2,544+22.5% |
| Participant deferral / active EE | $3,392 | $3,615-6.1% | $3,817-11.1% | $4,237-19.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |