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 | $26,751 | $76,000-64.8% | $154,107-82.6% | $64,186-58.3% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | -1.26% | 30.32%-31.6pp | 735.12%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,700 | $3,351-49.3% | $5,298-67.9% | $2,381-28.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |