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 | $44,352 | $31,679+40.0% | $74,701-40.6% | $65,185-32.0% |
| Participation rate | 86.5% | 40.4%+46.1pp | 54.5%+32.0pp | 70.2%+16.3pp |
| Annual return | 19.18% | 39.04%-19.9pp | 752.92%-733.7pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,804 | $566+218.6% | $1,084+66.4% | $2,177-17.1% |
| Participant deferral / active EE | $3,262 | $1,191+174.0% | $1,964+66.1% | $3,514-7.2% |
| Admin fee / account holder | $25 | $379-93.4% | $3,333-99.3% | $847-97.1% |