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 | $35,207 | $37,196-5.3% | $154,107-77.2% | $55,725-36.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.76% | 1319.68%-1324.4pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,251 | $1,614+39.5% | $5,298-57.5% | $2,078+8.3% |
| Participant deferral / active EE | $1,566 | $2,068-24.3% | $5,081-69.2% | $3,356-53.3% |
| Admin fee / account holder | $8 | $102-91.8% | $13,411-99.9% | $115-92.8% |