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 | $15,296 | $37,196-58.9% | $154,107-90.1% | $55,725-72.6% |
| Participation rate | 88.5% | 64.1%+24.4pp | 83.0%+5.5pp | 70.9%+17.7pp |
| Annual return | 2.97% | 1319.68%-1316.7pp | 735.12%-732.1pp | 244.93%-242.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,162 | $2,068-43.8% | $5,081-77.1% | $3,356-65.4% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |