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 6-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.
See 1 actuary disclosure. $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 | $0 | $37,197-100.0% | - | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | - | 4.7%-4.7pp |
| Annual return | -3.91% | -0.69%-3.2pp | -5.45%+1.5pp | -0.69%-3.2pp |
| Employer contribution / active EE | $34,267 | $16,786+104.1% | $20,727+65.3% | $16,786+104.1% |
| Participant deferral / active EE | $0 | $525-100.0% | $0 | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | - | $124-100.0% |