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 | $46,705 | $91,190-48.8% | $178,490-73.8% | $79,858-41.5% |
| Participation rate | 71.0% | 69.2%+1.8pp | 81.9%-11.0pp | 69.6%+1.3pp |
| Annual return | 14.00% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,120 | $3,256-65.6% | $5,011-77.6% | $2,471-54.7% |
| Participant deferral / active EE | $2,262 | $3,236-30.1% | $5,202-56.5% | $3,740-39.5% |
| Admin fee / account holder | $6 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |