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 | $34,504 | $47,977-28.1% | $154,107-77.6% | $56,287-38.7% |
| Participation rate | 71.7% | 66.2%+5.5pp | 83.0%-11.4pp | 69.9%+1.8pp |
| Annual return | -2.78% | 3.54%-6.3pp | 735.12%-737.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,857 | $2,169-14.4% | $5,298-65.0% | $2,111-12.1% |
| Participant deferral / active EE | $3,590 | $2,392+50.1% | $5,081-29.3% | $3,350+7.2% |
| Admin fee / account holder | $20 | $438-95.3% | $13,411-99.8% | $521-96.1% |