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 | $46,006 | $73,102-37.1% | $123,544-62.8% | $56,287-18.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 10.69% | 3.01%+7.7pp | 119.20%-108.5pp | -9.96%+20.7pp |
| Employer contribution / active EE | $2,057 | $2,977-30.9% | $4,628-55.5% | $2,111-2.6% |
| Participant deferral / active EE | $3,868 | $5,423-28.7% | $6,426-39.8% | $3,350+15.5% |
| Admin fee / account holder | $107 | $554-80.6% | $9,284-98.8% | $521-79.4% |