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 8-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 | $20,639 | $37,196-44.5% | $154,107-86.6% | $55,725-63.0% |
| Participation rate | 78.8% | 64.1%+14.7pp | 83.0%-4.2pp | 70.9%+8.0pp |
| Annual return | -5.33% | 1319.68%-1325.0pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,099 | $1,614-31.9% | $5,298-79.3% | $2,078-47.1% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $102-92.8% | $13,411-99.9% | $115-93.7% |