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 | $39,496 | $55,002-28.2% | $59,878-34.0% | $56,287-29.8% |
| Participation rate | 93.6% | 75.9%+17.7pp | 74.7%+18.9pp | 69.9%+23.7pp |
| Annual return | -2.10% | 1.13%-3.2pp | 3.46%-5.6pp | -9.96%+7.9pp |
| Employer contribution / active EE | $2,628 | $2,448+7.4% | $2,722-3.4% | $2,111+24.5% |
| Participant deferral / active EE | $7,560 | $3,121+142.2% | $3,402+122.2% | $3,350+125.7% |
| Admin fee / account holder | $22 | $236-90.5% | $3,590-99.4% | $521-95.7% |