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 | $24,508 | $32,037-23.5% | $69,182-64.6% | $62,891-61.0% |
| Participation rate | 81.4% | 43.4%+38.0pp | 55.1%+26.3pp | 69.3%+12.1pp |
| Annual return | 8.19% | 15.16%-7.0pp | -21.93%+30.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $588 | $679-13.4% | $1,206-51.2% | $2,281-74.2% |
| Participant deferral / active EE | $1,210 | $1,185+2.1% | $1,897-36.2% | $3,203-62.2% |
| Admin fee / account holder | $107 | $2,608-95.9% | $2,697-96.0% | $4,296-97.5% |