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 | $23,496 | $48,576-51.6% | $169,463-86.1% | $56,287-58.3% |
| Participation rate | 96.9% | 65.8%+31.0pp | 77.8%+19.1pp | 69.9%+27.0pp |
| Annual return | -4.59% | -2.51%-2.1pp | 1.83%-6.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,027 | $1,559+30.0% | $4,159-51.3% | $2,111-4.0% |
| Participant deferral / active EE | $1,572 | $3,275-52.0% | $5,277-70.2% | $3,350-53.1% |
| Admin fee / account holder | $7 | $435-98.5% | $9,109-99.9% | $521-98.8% |