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 | $30,544 | $43,327-29.5% | $59,878-49.0% | $64,186-52.4% |
| Participation rate | 92.3% | 69.2%+23.1pp | 74.7%+17.6pp | 69.6%+22.7pp |
| Annual return | -2.74% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $740 | $2,028-63.5% | $2,722-72.8% | $2,381-68.9% |
| Participant deferral / active EE | $1,439 | $2,546-43.5% | $3,402-57.7% | $3,470-58.5% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |