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 | $24,993 | $43,327-42.3% | $59,878-58.3% | $64,186-61.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 74.7%+23.3pp | 69.6%+28.4pp |
| Annual return | -2.27% | -1.55%-0.7pp | 3.46%-5.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $5,488 | $2,028+170.5% | $2,722+101.6% | $2,381+130.5% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |