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 5-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 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 9.38% | 13.95%-4.6pp | 10.65%-1.3pp | 13.95%-4.6pp |
| Employer contribution / active EE | $7,780 | $16,598-53.1% | $30,880-74.8% | $16,598-53.1% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |