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 | $86,117 | $75,388+14.2% | $123,544-30.3% | $55,725+54.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.93% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $10,410 | $3,063+239.8% | $4,628+124.9% | $2,078+400.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $120-97.0% | $9,284-100.0% | $115-96.9% |