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 | $43,873 | $65,118-32.6% | $76,768-42.8% | $55,725-21.3% |
| Participation rate | 78.3% | 79.6%-1.3pp | 77.0%+1.3pp | 70.9%+7.4pp |
| Annual return | -3.78% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,279 | $1,941-34.1% | $2,485-48.5% | $2,078-38.5% |
| Participant deferral / active EE | $2,259 | $3,688-38.8% | $3,852-41.4% | $3,356-32.7% |
| Admin fee / account holder | -$1 | $116-101.3% | $6,675-100.0% | $115-101.3% |