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 | $68,800 | $73,102-5.9% | $123,544-44.3% | $56,287+22.2% |
| Participation rate | 81.5% | 74.3%+7.2pp | 82.3%-0.7pp | 69.9%+11.7pp |
| Annual return | -5.53% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $634 | $2,977-78.7% | $4,628-86.3% | $2,111-70.0% |
| Participant deferral / active EE | $5,949 | $5,423+9.7% | $6,426-7.4% | $3,350+77.6% |
| Admin fee / account holder | $12 | $554-97.8% | $9,284-99.9% | $521-97.7% |