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 | $15,460 | $55,453-72.1% | $170,442-90.9% | $62,292-75.2% |
| Participation rate | 90.2% | 66.4%+23.9pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 17.40% | 21.38%-4.0pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,247 | $2,164-42.4% | $5,433-77.0% | $2,042-38.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $20 | $455-95.6% | $13,880-99.9% | $479-95.8% |