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 | $44,162 | $47,977-8.0% | $154,107-71.3% | $56,287-21.5% |
| Participation rate | 92.3% | 66.2%+26.1pp | 83.0%+9.3pp | 69.9%+22.5pp |
| Annual return | -5.15% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,899 | $2,169-12.4% | $5,298-64.2% | $2,111-10.0% |
| Participant deferral / active EE | $2,951 | $2,392+23.4% | $5,081-41.9% | $3,350-11.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |