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 | $25,975 | $40,479-35.8% | $78,210-66.8% | $62,292-58.3% |
| Participation rate | 73.4% | 54.6%+18.8pp | 68.7%+4.6pp | 69.5%+3.9pp |
| Annual return | 20.02% | 66.31%-46.3pp | 40.90%-20.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $651 | $1,024-36.4% | $2,034-68.0% | $2,042-68.1% |
| Participant deferral / active EE | $1,031 | $1,718-40.0% | $2,823-63.5% | $3,169-67.5% |
| Admin fee / account holder | $0 | $376-99.9% | $3,758-100.0% | $479-99.9% |