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 | $35,985 | $62,267-42.2% | $110,238-67.4% | $55,725-35.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -2.35% | -1.07%-1.3pp | 314.74%-317.1pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,314 | $1,941-32.3% | $3,826-65.7% | $2,078-36.8% |
| Participant deferral / active EE | $2,677 | $3,516-23.9% | $4,672-42.7% | $3,356-20.2% |
| Admin fee / account holder | $16 | $121-86.7% | $8,547-99.8% | $115-86.1% |