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 8-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 | $42,871 | $56,443-24.0% | $83,848-48.9% | $55,725-23.1% |
| Participation rate | 95.1% | 72.0%+23.1pp | 76.1%+18.9pp | 70.9%+24.2pp |
| Annual return | -6.20% | 393.67%-399.9pp | 850.88%-857.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,345 | $2,682-49.9% | $3,631-63.0% | $2,078-35.3% |
| Participant deferral / active EE | $4,774 | $2,965+61.0% | $4,082+17.0% | $3,356+42.3% |
| Admin fee / account holder | $188 | $156+20.4% | $5,478-96.6% | $115+63.4% |