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 | $56,724 | $44,221+28.3% | $121,196-53.2% | $56,287+0.8% |
| Participation rate | 94.1% | 61.1%+33.0pp | 71.7%+22.3pp | 69.9%+24.2pp |
| Annual return | -5.07% | -3.58%-1.5pp | 16.93%-22.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,271 | $1,480+121.0% | $4,022-18.7% | $2,111+54.9% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,344-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $480-99.8% | $5,019-100.0% | $521-99.8% |