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 | $11,140 | $22,714-51.0% | $59,496-81.3% | $55,191-79.8% |
| Participation rate | 98.0% | 37.5%+60.6pp | 54.6%+43.5pp | 69.2%+28.9pp |
| Annual return | -0.95% | -44.01%+43.1pp | 182.05%-183.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $717 | $418+71.7% | $1,153-37.8% | $1,899-62.2% |
| Participant deferral / active EE | $342 | $843-59.5% | $1,829-81.3% | $3,046-88.8% |
| Admin fee / account holder | $34 | $83-59.6% | $2,232-98.5% | $91-62.9% |