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 | $30,554 | $52,953-42.3% | $172,739-82.3% | $65,185-53.1% |
| Participation rate | 73.1% | 66.2%+6.9pp | 82.6%-9.5pp | 70.2%+2.9pp |
| Annual return | 22.67% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $997 | $2,190-54.5% | $5,143-80.6% | $2,177-54.2% |
| Participant deferral / active EE | $1,806 | $2,471-26.9% | $5,198-65.3% | $3,514-48.6% |
| Admin fee / account holder | $15 | $472-96.8% | $13,954-99.9% | $847-98.2% |