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 | $85,688 | $37,196+130.4% | $154,107-44.4% | $55,725+53.8% |
| Participation rate | 94.5% | 64.1%+30.4pp | 83.0%+11.4pp | 70.9%+23.6pp |
| Annual return | -3.29% | 1319.68%-1323.0pp | 735.12%-738.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,352 | $2,068+303.8% | $5,081+64.4% | $3,356+148.9% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |