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 | $17,937 | $37,196-51.8% | $154,107-88.4% | $55,725-67.8% |
| Participation rate | 93.6% | 64.1%+29.6pp | 83.0%+10.6pp | 70.9%+22.8pp |
| Annual return | -5.43% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,218 | $1,614-24.5% | $5,298-77.0% | $2,078-41.4% |
| Participant deferral / active EE | $1,375 | $2,068-33.5% | $5,081-72.9% | $3,356-59.0% |
| Admin fee / account holder | $26 | $102-73.9% | $13,411-99.8% | $115-77.0% |