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 | $41,397 | $55,002-24.7% | $59,878-30.9% | $56,287-26.5% |
| Participation rate | 93.4% | 75.9%+17.5pp | 74.7%+18.7pp | 69.9%+23.5pp |
| Annual return | -3.63% | 1.13%-4.8pp | 3.46%-7.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,667 | $2,448-31.9% | $2,722-38.7% | $2,111-21.0% |
| Participant deferral / active EE | $1,559 | $3,121-50.0% | $3,402-54.2% | $3,350-53.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |