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 | $27,852 | $47,977-41.9% | $154,107-81.9% | $56,287-50.5% |
| Participation rate | 95.3% | 66.2%+29.1pp | 83.0%+12.2pp | 69.9%+25.4pp |
| Annual return | -3.88% | 3.54%-7.4pp | 735.12%-739.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,115 | $2,169-48.6% | $5,298-79.0% | $2,111-47.2% |
| Participant deferral / active EE | $3,084 | $2,392+29.0% | $5,081-39.3% | $3,350-7.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |