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 | $19,649 | $52,681-62.7% | $75,781-74.1% | $59,632-67.0% |
| Participation rate | 76.5% | 67.2%+9.2pp | 75.8%+0.7pp | 68.7%+7.8pp |
| Annual return | -0.28% | 2.95%-3.2pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,011 | $2,193-8.3% | $3,323-39.5% | $2,203-8.7% |
| Participant deferral / active EE | $3,834 | $2,591+48.0% | $3,651+5.0% | $3,192+20.1% |
| Admin fee / account holder | $24 | $3,610-99.3% | $5,299-99.6% | $4,297-99.4% |