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 | $55,705 | $54,726+1.8% | $68,793-19.0% | $64,186-13.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.25% | -1.62%-2.6pp | -4.63%+0.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,275 | $1,846+131.6% | $2,625+62.8% | $2,381+79.5% |
| Participant deferral / active EE | $1,562 | $2,626-40.5% | $3,311-52.8% | $3,470-55.0% |
| Admin fee / account holder | $7 | $4,027-99.8% | $5,131-99.9% | $4,888-99.8% |