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.
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 | $40,091 | $68,413-41.4% | $123,104-67.4% | $55,191-27.4% |
| Participation rate | 99.6% | 84.5%+15.1pp | 86.8%+12.8pp | 69.2%+30.5pp |
| Annual return | 0.80% | 6.30%-5.5pp | 13.22%-12.4pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,031 | $3,050-33.4% | $5,151-60.6% | $1,899+7.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |