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 8-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 | $38,014 | $58,083-34.6% | $80,019-52.5% | $56,287-32.5% |
| Participation rate | 71.8% | 73.6%-1.8pp | 75.8%-4.0pp | 69.9%+2.0pp |
| Annual return | -5.36% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,860 | $1,932-3.7% | $2,468-24.6% | $2,111-11.9% |
| Participant deferral / active EE | $3,535 | $3,135+12.8% | $3,686-4.1% | $3,350+5.5% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.7% | $521-96.9% |