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 | $28,685 | $57,976-50.5% | $62,995-54.5% | $62,292-54.0% |
| Participation rate | 98.2% | 75.9%+22.2pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 12.93% | 17.54%-4.6pp | 87.57%-74.6pp | 28.90%-16.0pp |
| Employer contribution / active EE | $3,165 | $2,415+31.1% | $2,759+14.7% | $2,042+55.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |