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 | $43,411 | $39,122+11.0% | $57,179-24.1% | $62,891-31.0% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.1pp | 69.3%+28.2pp |
| Annual return | 5.80% | 9.23%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,596 | $1,874-14.8% | $2,682-40.5% | $2,281-30.0% |
| Participant deferral / active EE | $1,815 | $2,374-23.6% | $3,096-41.4% | $3,203-43.3% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |