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 | $25,530 | $70,002-63.5% | $115,037-77.8% | $52,331-51.2% |
| Participation rate | 88.0% | 72.1%+15.9pp | 81.4%+6.6pp | 68.1%+19.9pp |
| Annual return | 0.59% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,215 | $2,715-18.4% | $4,608-51.9% | $1,882+17.7% |
| Participant deferral / active EE | $4,879 | $4,920-0.8% | $6,026-19.0% | $3,022+61.4% |
| Admin fee / account holder | $19 | $566-96.7% | $8,175-99.8% | $592-96.8% |