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 | $37,306 | $59,186-37.0% | $76,768-51.4% | $56,287-33.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 77.0%+16.9pp | 69.9%+24.0pp |
| Annual return | -5.71% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,389 | $1,759+92.7% | $2,485+36.4% | $2,111+60.5% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $6 | $489-98.9% | $6,675-99.9% | $521-98.9% |