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 | $35,188 | $50,464-30.3% | $75,781-53.6% | $52,331-32.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.44% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $545 | $1,988-72.6% | $3,323-83.6% | $1,882-71.0% |
| Participant deferral / active EE | $3,209 | $2,570+24.8% | $3,651-12.1% | $3,022+6.2% |
| Admin fee / account holder | $4 | $1,103-99.7% | $5,299-99.9% | $592-99.4% |