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 | $38,240 | $47,977-20.3% | $154,107-75.2% | $56,287-32.1% |
| Participation rate | 96.2% | 66.2%+30.0pp | 83.0%+13.2pp | 69.9%+26.3pp |
| Annual return | -0.37% | 3.54%-3.9pp | 735.12%-735.5pp | -9.96%+9.6pp |
| Employer contribution / active EE | $3,381 | $2,169+55.9% | $5,298-36.2% | $2,111+60.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $438-99.9% | $13,411-100.0% | $521-99.9% |