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 | $46,268 | $43,550+6.2% | $63,517-27.2% | $52,331-11.6% |
| Participation rate | 93.8% | 65.7%+28.1pp | 71.0%+22.8pp | 68.1%+25.7pp |
| Annual return | -0.10% | 2.03%-2.1pp | -70.30%+70.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,018 | $1,351-24.7% | $2,322-56.2% | $1,882-45.9% |
| Participant deferral / active EE | $2,298 | $2,254+2.0% | $2,953-22.2% | $3,022-24.0% |
| Admin fee / account holder | $187 | $387-51.7% | $5,892-96.8% | $592-68.4% |