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 | $54,782 | $77,813-29.6% | $123,544-55.7% | $64,186-14.7% |
| Participation rate | 76.5% | 74.7%+1.8pp | 82.3%-5.8pp | 69.6%+7.0pp |
| Annual return | -7.67% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,841 | $3,014-5.7% | $4,628-38.6% | $2,381+19.3% |
| Participant deferral / active EE | $5,684 | $5,240+8.5% | $6,426-11.5% | $3,470+63.8% |
| Admin fee / account holder | $11 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |