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 | $40,750 | $94,529-56.9% | $140,016-70.9% | $64,186-36.5% |
| Participation rate | 81.3% | 84.1%-2.8pp | 87.5%-6.2pp | 69.6%+11.7pp |
| Annual return | -5.50% | 7.77%-13.3pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,783 | $3,812-27.0% | $5,606-50.4% | $2,381+16.9% |
| Participant deferral / active EE | $4,759 | $5,250-9.4% | $6,927-31.3% | $3,470+37.2% |
| Admin fee / account holder | $45 | $6,741-99.3% | $10,705-99.6% | $4,888-99.1% |