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 | $41,993 | $47,977-12.5% | $154,107-72.8% | $56,287-25.4% |
| Participation rate | 75.3% | 66.2%+9.1pp | 83.0%-7.7pp | 69.9%+5.4pp |
| Annual return | -5.93% | 3.54%-9.5pp | 735.12%-741.0pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,002 | $2,169-7.7% | $5,298-62.2% | $2,111-5.2% |
| Participant deferral / active EE | $2,915 | $2,392+21.9% | $5,081-42.6% | $3,350-13.0% |
| Admin fee / account holder | $21 | $438-95.2% | $13,411-99.8% | $521-96.0% |