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 | $49,541 | $55,449-10.7% | $83,848-40.9% | $56,287-12.0% |
| Participation rate | 84.7% | 68.0%+16.7pp | 76.1%+8.5pp | 69.9%+14.8pp |
| Annual return | -6.82% | -1.38%-5.4pp | 850.88%-857.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $926 | $2,430-61.9% | $3,631-74.5% | $2,111-56.1% |
| Participant deferral / active EE | $5,083 | $2,935+73.1% | $4,082+24.5% | $3,350+51.7% |
| Admin fee / account holder | $31 | $656-95.3% | $5,478-99.4% | $521-94.1% |