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 | $23,853 | $76,000-68.6% | $154,107-84.5% | $64,186-62.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.29% | 30.32%-31.6pp | 735.12%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,531 | $3,175-20.3% | $5,081-50.2% | $3,470-27.0% |
| Admin fee / account holder | $9 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |