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 | $96,075 | $42,894+124.0% | $60,874+57.8% | $68,494+40.3% |
| Participation rate | 70.2% | 66.8%+3.4pp | 73.1%-2.9pp | 67.9%+2.3pp |
| Annual return | -10.31% | -13.98%+3.7pp | 16.90%-27.2pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,773 | $1,978+90.8% | $2,701+39.7% | $2,596+45.3% |
| Participant deferral / active EE | $6,285 | $2,867+119.2% | $3,817+64.7% | $4,027+56.1% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |