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 | $20,635 | $42,396-51.3% | $67,313-69.3% | $56,287-63.3% |
| Participation rate | 72.2% | 61.0%+11.2pp | 69.1%+3.1pp | 69.9%+2.3pp |
| Annual return | -4.89% | -36.63%+31.7pp | -4.08%-0.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $783 | $1,414-44.6% | $2,566-69.5% | $2,111-62.9% |
| Participant deferral / active EE | $1,656 | $2,360-29.8% | $3,568-53.6% | $3,350-50.6% |
| Admin fee / account holder | $17 | $510-96.7% | $4,507-99.6% | $521-96.7% |