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 | $51,774 | $66,750-22.4% | $105,722-51.0% | $57,658-10.2% |
| Participation rate | 97.5% | 79.2%+18.4pp | 78.9%+18.6pp | 70.2%+27.3pp |
| Annual return | 7.85% | 10.99%-3.1pp | 12.25%-4.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,836 | $3,766-51.2% | $4,079-55.0% | $1,974-7.0% |
| Participant deferral / active EE | $2,937 | $4,933-40.5% | $5,326-44.8% | $3,061-4.0% |
| Admin fee / account holder | $9 | $88-90.2% | $8,308-99.9% | $95-90.9% |