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 | $39,046 | $52,293-25.3% | $178,490-78.1% | $73,409-46.8% |
| Participation rate | 92.8% | 65.3%+27.5pp | 81.9%+10.9pp | 72.2%+20.7pp |
| Annual return | 15.96% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $3,977 | $1,735+129.2% | $5,011-20.6% | $2,234+78.1% |
| Participant deferral / active EE | $1,743 | $2,332-25.3% | $5,202-66.5% | $3,805-54.2% |
| Admin fee / account holder | $9 | $127-92.9% | $13,984-99.9% | $158-94.2% |