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 | $42,816 | $72,177-40.7% | $115,037-62.8% | $59,632-28.2% |
| Participation rate | 86.3% | 72.6%+13.8pp | 81.4%+4.9pp | 68.7%+17.6pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,585 | $2,841-9.0% | $4,608-43.9% | $2,203+17.4% |
| Participant deferral / active EE | $4,996 | $4,783+4.5% | $6,026-17.1% | $3,192+56.5% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |