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 | $55,042 | $77,813-29.3% | $123,544-55.4% | $64,186-14.2% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.3%+9.2pp | 69.6%+21.9pp |
| Annual return | -4.38% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,443 | $3,014-52.1% | $4,628-68.8% | $2,381-39.4% |
| Participant deferral / active EE | $5,217 | $5,240-0.4% | $6,426-18.8% | $3,470+50.4% |
| Admin fee / account holder | $29 | $5,519-99.5% | $9,284-99.7% | $4,888-99.4% |