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 | $58,228 | $55,002+5.9% | $59,878-2.8% | $56,287+3.4% |
| Participation rate | 98.1% | 75.9%+22.2pp | 74.7%+23.4pp | 69.9%+28.3pp |
| Annual return | -3.50% | 1.13%-4.6pp | 3.46%-7.0pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,888 | $2,448-22.9% | $2,722-30.6% | $2,111-10.6% |
| Participant deferral / active EE | $2,456 | $3,121-21.3% | $3,402-27.8% | $3,350-26.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |