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 | $40,178 | $62,586-35.8% | $76,768-47.7% | $64,186-37.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.98% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,948 | $1,832+6.4% | $2,485-21.6% | $2,381-18.2% |
| Participant deferral / active EE | $2,036 | $3,145-35.3% | $3,852-47.2% | $3,470-41.3% |
| Admin fee / account holder | $11 | $4,667-99.8% | $6,675-99.8% | $4,888-99.8% |