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 | $24,174 | $55,002-56.0% | $59,878-59.6% | $56,287-57.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -2.55% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,622 | $2,448-33.7% | $2,722-40.4% | $2,111-23.1% |
| Participant deferral / active EE | $2,402 | $3,121-23.0% | $3,402-29.4% | $3,350-28.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |