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 | $81,742 | $60,989+34.0% | $60,874+34.3% | $66,914+22.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -5.18% | -9.60%+4.4pp | 16.90%-22.1pp | 1.58%-6.8pp |
| Employer contribution / active EE | $1,801 | $2,661-32.3% | $2,701-33.3% | $2,544-29.2% |
| Participant deferral / active EE | $3,399 | $3,615-6.0% | $3,817-11.0% | $4,237-19.8% |
| Admin fee / account holder | $23 | $338-93.3% | $3,224-99.3% | $593-96.2% |