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 | $32,168 | $59,107-45.6% | $86,436-62.8% | $68,494-53.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.43% | -0.23%-12.2pp | 4394.89%-4407.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,634 | $5,901-21.5% | $6,952-33.3% | $4,027+15.1% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |