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 | $25,965 | $75,289-65.5% | $75,826-65.8% | $75,289-65.5% |
| Participation rate | 98.8% | 72.4%+26.4pp | 68.2%+30.6pp | 72.4%+26.4pp |
| Annual return | -2.88% | -0.04%-2.8pp | 1914.15%-1917.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $2,749 | $2,405+14.3% | $1,913+43.7% | $2,405+14.3% |
| Participant deferral / active EE | $1,194 | $3,739-68.1% | $2,862-58.3% | $3,739-68.1% |
| Admin fee / account holder | $0 | $102-100.0% | $4,726-100.0% | $102-100.0% |