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 | $15,686 | $43,999-64.3% | $79,464-80.3% | $55,725-71.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 6.61% | 1.81%+4.8pp | 718.14%-711.5pp | 244.93%-238.3pp |
| Employer contribution / active EE | $574 | $1,830-68.6% | $2,800-79.5% | $2,078-72.4% |
| Participant deferral / active EE | $939 | $2,538-63.0% | $3,704-74.7% | $3,356-72.0% |
| Admin fee / account holder | $6 | $118-95.3% | $5,113-99.9% | $115-95.2% |