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 | $47,750 | $65,061-26.6% | $143,757-66.8% | $66,914-28.6% |
| Participation rate | 73.1% | 65.2%+7.9pp | 80.3%-7.2pp | 69.8%+3.3pp |
| Annual return | -10.25% | -11.14%+0.9pp | -0.04%-10.2pp | 1.58%-11.8pp |
| Employer contribution / active EE | $4,253 | $2,361+80.2% | $4,951-14.1% | $2,544+67.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.7% |