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 | $42,314 | $67,411-37.2% | $91,001-53.5% | $70,131-39.7% |
| Participation rate | 78.6% | 71.4%+7.2pp | 75.6%+3.0pp | 69.5%+9.0pp |
| Annual return | 20.64% | -40.16%+60.8pp | 4.60%+16.0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $398 | $1,786-77.7% | $2,456-83.8% | $2,342-83.0% |
| Participant deferral / active EE | $2,534 | $2,823-10.2% | $3,547-28.6% | $3,332-23.9% |
| Admin fee / account holder | $53 | $4,236-98.7% | $5,417-99.0% | $4,645-98.9% |