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 | $59,174 | $155,795-62.0% | $136,294-56.6% | $69,631-15.0% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 70.7%+16.4pp |
| Annual return | 20.22% | 232464.33%-232444.1pp | 5155.94%-5135.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $1,812 | $2,991-39.4% | $4,695-61.4% | $2,032-10.8% |
| Participant deferral / active EE | $4,349 | $5,394-19.4% | $6,247-30.4% | $3,224+34.9% |
| Admin fee / account holder | $8 | $128-93.9% | $9,243-99.9% | $110-92.9% |