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 | $48,836 | $59,186-17.5% | $76,768-36.4% | $56,287-13.2% |
| Participation rate | 97.2% | 75.2%+22.0pp | 77.0%+20.3pp | 69.9%+27.4pp |
| Annual return | -2.55% | 6.62%-9.2pp | 2.43%-5.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,137 | $1,759+21.5% | $2,485-14.0% | $2,111+1.2% |
| Participant deferral / active EE | $4,241 | $3,255+30.3% | $3,852+10.1% | $3,350+26.6% |
| Admin fee / account holder | $18 | $489-96.3% | $6,675-99.7% | $521-96.5% |