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 | $33,419 | $60,989-45.2% | $60,874-45.1% | $66,914-50.1% |
| Participation rate | 97.4% | 74.5%+22.9pp | 73.1%+24.3pp | 69.8%+27.6pp |
| Annual return | -12.16% | -9.60%-2.6pp | 16.90%-29.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $4,257 | $2,661+60.0% | $2,701+57.6% | $2,544+67.3% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |