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 | $58,685 | $43,327+35.4% | $59,878-2.0% | $64,186-8.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.02% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,873 | $2,028-7.7% | $2,722-31.2% | $2,381-21.3% |
| Participant deferral / active EE | $4,176 | $2,546+64.0% | $3,402+22.8% | $3,470+20.4% |
| Admin fee / account holder | $13 | $3,005-99.6% | $3,590-99.6% | $4,888-99.7% |