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 | $57,799 | $55,002+5.1% | $59,878-3.5% | $56,287+2.7% |
| Participation rate | 98.1% | 75.9%+22.2pp | 74.7%+23.4pp | 69.9%+28.2pp |
| Annual return | -3.42% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $3,906 | $2,448+59.6% | $2,722+43.5% | $2,111+85.0% |
| Participant deferral / active EE | $1,867 | $3,121-40.2% | $3,402-45.1% | $3,350-44.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |