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 | $45,519 | $59,186-23.1% | $76,768-40.7% | $56,287-19.1% |
| Participation rate | 86.4% | 75.2%+11.2pp | 77.0%+9.4pp | 69.9%+16.5pp |
| Annual return | -5.01% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $634 | $1,759-64.0% | $2,485-74.5% | $2,111-70.0% |
| Participant deferral / active EE | $2,133 | $3,255-34.5% | $3,852-44.6% | $3,350-36.3% |
| Admin fee / account holder | $10 | $489-98.0% | $6,675-99.9% | $521-98.1% |