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 | $49,307 | $55,002-10.4% | $59,878-17.7% | $56,287-12.4% |
| Participation rate | 95.9% | 75.9%+20.0pp | 74.7%+21.2pp | 69.9%+26.1pp |
| Annual return | -0.68% | 1.13%-1.8pp | 3.46%-4.1pp | -9.96%+9.3pp |
| Employer contribution / active EE | $1,169 | $2,448-52.2% | $2,722-57.0% | $2,111-44.6% |
| Participant deferral / active EE | $1,947 | $3,121-37.6% | $3,402-42.8% | $3,350-41.9% |
| Admin fee / account holder | $59 | $236-75.1% | $3,590-98.4% | $521-88.7% |