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 | $72,416 | $84,487-14.3% | $125,339-42.2% | $66,914+8.2% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.2pp | 69.8%+29.7pp |
| Annual return | -16.40% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $8,278 | $3,553+133.0% | $4,814+72.0% | $2,544+225.3% |
| Participant deferral / active EE | $5,993 | $6,781-11.6% | $7,446-19.5% | $4,237+41.5% |
| Admin fee / account holder | $3 | $685-99.6% | $10,010-100.0% | $593-99.5% |