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 | $62,030 | $73,102-15.1% | $123,544-49.8% | $56,287+10.2% |
| Participation rate | 95.3% | 74.3%+21.0pp | 82.3%+13.0pp | 69.9%+25.4pp |
| Annual return | 9.79% | 3.01%+6.8pp | 119.20%-109.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $3,655 | $2,977+22.8% | $4,628-21.0% | $2,111+73.1% |
| Participant deferral / active EE | $3,629 | $5,423-33.1% | $6,426-43.5% | $3,350+8.3% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |