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 | $27,152 | $37,117-26.8% | $147,614-81.6% | $55,191-50.8% |
| Participation rate | 96.9% | 63.6%+33.3pp | 84.6%+12.3pp | 69.2%+27.8pp |
| Annual return | -1.34% | 3.44%-4.8pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,070 | $1,620-34.0% | $5,564-80.8% | $1,899-43.7% |
| Participant deferral / active EE | $2,685 | $1,985+35.2% | $4,895-45.1% | $3,046-11.9% |
| Admin fee / account holder | $14 | $86-83.8% | $11,611-99.9% | $91-84.8% |