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 | $34,463 | $55,415-37.8% | $155,509-77.8% | $74,495-53.7% |
| Participation rate | 79.1% | 61.9%+17.2pp | 78.2%+0.9pp | 67.2%+11.9pp |
| Annual return | 13.57% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,442 | $2,267-36.4% | $4,672-69.1% | $2,623-45.0% |
| Participant deferral / active EE | $2,592 | $2,836-8.6% | $5,626-53.9% | $4,346-40.4% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |