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 | $58,078 | $61,214-5.1% | $83,333-30.3% | $56,287+3.2% |
| Participation rate | 76.7% | 72.6%+4.2pp | 77.8%-1.0pp | 69.9%+6.9pp |
| Annual return | -3.64% | 0.42%-4.1pp | 10.63%-14.3pp | -9.96%+6.3pp |
| Employer contribution / active EE | $769 | $1,925-60.1% | $3,379-77.2% | $2,111-63.6% |
| Participant deferral / active EE | $3,220 | $5,091-36.8% | $5,565-42.1% | $3,350-3.9% |
| Admin fee / account holder | $20 | $512-96.1% | $7,510-99.7% | $521-96.2% |