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 | $57,307 | $66,302-13.6% | $110,238-48.0% | $56,287+1.8% |
| Participation rate | 81.7% | 74.9%+6.7pp | 79.8%+1.8pp | 69.9%+11.8pp |
| Annual return | -4.35% | -1.18%-3.2pp | 314.74%-319.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,822 | $2,047-11.0% | $3,826-52.4% | $2,111-13.7% |
| Participant deferral / active EE | $4,115 | $3,381+21.7% | $4,672-11.9% | $3,350+22.9% |
| Admin fee / account holder | $29 | $698-95.9% | $8,547-99.7% | $521-94.5% |