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 | $41,662 | $59,186-29.6% | $76,768-45.7% | $56,287-26.0% |
| Participation rate | 86.4% | 75.2%+11.1pp | 77.0%+9.4pp | 69.9%+16.5pp |
| Annual return | -4.26% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,426 | $1,759+38.0% | $2,485-2.4% | $2,111+14.9% |
| Participant deferral / active EE | $3,365 | $3,255+3.4% | $3,852-12.6% | $3,350+0.5% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |