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 9-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 | $55,226 | $55,002+0.4% | $59,878-7.8% | $56,287-1.9% |
| Participation rate | 94.9% | 75.9%+18.9pp | 74.7%+20.2pp | 69.9%+25.0pp |
| Annual return | -3.99% | 1.13%-5.1pp | 3.46%-7.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,360 | $2,448-3.6% | $2,722-13.3% | $2,111+11.8% |
| Participant deferral / active EE | $2,141 | $3,121-31.4% | $3,402-37.1% | $3,350-36.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |