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 | $41,996 | $45,073-6.8% | $69,455-39.5% | $72,985-42.5% |
| Participation rate | 79.3% | 68.5%+10.9pp | 74.6%+4.7pp | 69.5%+9.9pp |
| Annual return | 24.68% | 22.65%+2.0pp | 28.97%-4.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,592 | $2,054-22.5% | $2,779-42.7% | $2,440-34.8% |
| Participant deferral / active EE | $2,167 | $2,602-16.7% | $3,535-38.7% | $3,607-39.9% |
| Admin fee / account holder | $7 | $3,056-99.8% | $3,839-99.8% | $5,124-99.9% |