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 | $13,395 | $47,977-72.1% | $154,107-91.3% | $56,287-76.2% |
| Participation rate | 95.5% | 66.2%+29.3pp | 83.0%+12.4pp | 69.9%+25.6pp |
| Annual return | -5.13% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,248 | $2,169-42.4% | $5,298-76.4% | $2,111-40.9% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $19 | $438-95.7% | $13,411-99.9% | $521-96.4% |