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 | $46,676 | $63,156-26.1% | $122,332-61.8% | $62,292-25.1% |
| Participation rate | 97.7% | 60.0%+37.7pp | 71.6%+26.1pp | 69.5%+28.2pp |
| Annual return | 14.80% | 20.61%-5.8pp | 30.27%-15.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $4,573 | $1,385+230.2% | $4,050+12.9% | $2,042+123.9% |
| Participant deferral / active EE | $3,612 | $2,321+55.6% | $3,287+9.9% | $3,169+14.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,478-100.0% | $479-100.0% |