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 | $54,101 | $54,380-0.5% | $68,509-21.0% | $59,632-9.3% |
| Participation rate | 77.2% | 70.2%+7.0pp | 74.7%+2.5pp | 68.7%+8.5pp |
| Annual return | 1.45% | 2.83%-1.4pp | 8.27%-6.8pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $375 | $1,539-75.6% | $2,278-83.5% | $2,203-83.0% |
| Participant deferral / active EE | $1,940 | $2,643-26.6% | $3,382-42.6% | $3,192-39.2% |
| Admin fee / account holder | $61 | $3,885-98.4% | $5,275-98.8% | $4,297-98.6% |