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 | $29,600 | $51,244-42.2% | $80,975-63.4% | $55,167-46.3% |
| Participation rate | 87.9% | 71.7%+16.2pp | 75.8%+12.0pp | 69.0%+18.9pp |
| Annual return | 10.25% | 17.39%-7.1pp | 17.10%-6.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $3,005 | $1,770+69.7% | $3,714-19.1% | $1,963+53.1% |
| Participant deferral / active EE | $6,252 | $4,418+41.5% | $5,696+9.7% | $3,054+104.7% |
| Admin fee / account holder | $40 | $398-90.0% | $5,516-99.3% | $504-92.1% |