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 | $30,956 | $43,999-29.6% | $79,464-61.0% | $55,725-44.4% |
| Participation rate | 85.9% | 66.9%+19.0pp | 73.3%+12.6pp | 70.9%+15.1pp |
| Annual return | -6.22% | 1.81%-8.0pp | 718.14%-724.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $464 | $1,830-74.6% | $2,800-83.4% | $2,078-77.7% |
| Participant deferral / active EE | $2,027 | $2,538-20.1% | $3,704-45.3% | $3,356-39.6% |
| Admin fee / account holder | $89 | $118-24.3% | $5,113-98.3% | $115-22.8% |