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 | $29,325 | $32,117-8.7% | $71,086-58.7% | $64,186-54.3% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -3.86% | -5.57%+1.7pp | 650.59%-654.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $912 | $712+28.0% | $1,088-16.2% | $2,381-61.7% |
| Participant deferral / active EE | $2,450 | $1,263+94.0% | $1,874+30.7% | $3,470-29.4% |
| Admin fee / account holder | $4 | $2,759-99.9% | $3,082-99.9% | $4,888-99.9% |