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 | $36,295 | $62,928-42.3% | $172,739-79.0% | $67,579-46.3% |
| Participation rate | 87.2% | 64.5%+22.7pp | 82.6%+4.5pp | 71.3%+15.9pp |
| Annual return | 21.36% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,781 | $1,636+70.0% | $5,143-45.9% | $2,148+29.5% |
| Participant deferral / active EE | $1,648 | $2,145-23.1% | $5,198-68.3% | $3,539-53.4% |
| Admin fee / account holder | $8 | $167-95.4% | $13,954-99.9% | $142-94.6% |