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 | $36,323 | $42,894-15.3% | $60,874-40.3% | $68,494-47.0% |
| Participation rate | 87.7% | 66.8%+20.9pp | 73.1%+14.6pp | 67.9%+19.8pp |
| Annual return | -11.69% | -13.98%+2.3pp | 16.90%-28.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $660 | $1,978-66.6% | $2,701-75.6% | $2,596-74.6% |
| Participant deferral / active EE | $1,561 | $2,867-45.6% | $3,817-59.1% | $4,027-61.2% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |