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 | $62,830 | $72,404-13.2% | $110,238-43.0% | $64,186-2.1% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.6pp | 69.6%+28.9pp |
| Annual return | 10.58% | -6.29%+16.9pp | 314.74%-304.2pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,565 | $2,282-31.4% | $3,826-59.1% | $2,381-34.3% |
| Participant deferral / active EE | $2,779 | $3,469-19.9% | $4,672-40.5% | $3,470-19.9% |
| Admin fee / account holder | $18 | $5,664-99.7% | $8,547-99.8% | $4,888-99.6% |