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 | $38,040 | $38,925-2.3% | $73,843-48.5% | $55,191-31.1% |
| Participation rate | 93.3% | 66.0%+27.3pp | 73.4%+19.9pp | 69.2%+24.2pp |
| Annual return | -0.92% | 6.31%-7.2pp | 2267.84%-2268.8pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,520 | $1,695-10.3% | $2,787-45.5% | $1,899-20.0% |
| Participant deferral / active EE | $3,477 | $2,351+47.9% | $3,583-3.0% | $3,046+14.1% |
| Admin fee / account holder | $6 | $83-92.4% | $4,880-99.9% | $91-93.1% |