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 | $94,096 | $68,413+37.5% | $123,104-23.6% | $55,191+70.5% |
| Participation rate | 95.6% | 84.5%+11.0pp | 86.8%+8.8pp | 69.2%+26.4pp |
| Annual return | 0.85% | 6.30%-5.4pp | 13.22%-12.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $4,073 | $3,050+33.5% | $5,151-20.9% | $1,899+114.5% |
| Participant deferral / active EE | $4,648 | $4,490+3.5% | $6,230-25.4% | $3,046+52.6% |
| Admin fee / account holder | -$6 | $88-107.2% | $9,015-100.1% | $91-107.0% |