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 | $41,778 | $70,083-40.4% | $59,878-30.2% | $55,725-25.0% |
| Participation rate | 95.1% | 78.4%+16.7pp | 74.7%+20.4pp | 70.9%+24.3pp |
| Annual return | -3.10% | 3.13%-6.2pp | 3.46%-6.6pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,679 | $2,878-41.7% | $2,722-38.3% | $2,078-19.2% |
| Participant deferral / active EE | $1,500 | $3,079-51.3% | $3,402-55.9% | $3,356-55.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |