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 | $30,539 | $70,002-56.4% | $115,037-73.5% | $52,331-41.6% |
| Participation rate | 81.9% | 72.1%+9.8pp | 81.4%+0.5pp | 68.1%+13.8pp |
| Annual return | -0.37% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $969 | $2,715-64.3% | $4,608-79.0% | $1,882-48.5% |
| Participant deferral / active EE | $2,970 | $4,920-39.6% | $6,026-50.7% | $3,022-1.7% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |