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 | $19,600 | $55,453-64.7% | $170,442-88.5% | $62,292-68.5% |
| Participation rate | 99.2% | 66.4%+32.8pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 15.46% | 21.38%-5.9pp | 205.93%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $666 | $2,164-69.2% | $5,433-87.7% | $2,042-67.4% |
| Participant deferral / active EE | $814 | $2,303-64.7% | $4,939-83.5% | $3,169-74.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |