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 | $86,294 | $79,523+8.5% | $140,016-38.4% | $56,287+53.3% |
| Participation rate | 86.3% | 85.7%+0.6pp | 87.5%-1.2pp | 69.9%+16.5pp |
| Annual return | -2.67% | 2.39%-5.1pp | 651.12%-653.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,973 | $3,350-41.1% | $5,606-64.8% | $2,111-6.5% |
| Participant deferral / active EE | $3,772 | $5,129-26.5% | $6,927-45.6% | $3,350+12.6% |
| Admin fee / account holder | $167 | $614-72.7% | $10,705-98.4% | $521-67.9% |