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 | $52,134 | $52,884-1.4% | $84,750-38.5% | $55,167-5.5% |
| Participation rate | 80.8% | 67.5%+13.3pp | 76.6%+4.2pp | 69.0%+11.8pp |
| Annual return | 9.24% | 18.03%-8.8pp | 22.78%-13.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $2,808 | $2,233+25.7% | $3,574-21.4% | $1,963+43.1% |
| Participant deferral / active EE | $2,707 | $2,644+2.4% | $3,712-27.1% | $3,054-11.4% |
| Admin fee / account holder | $27 | $581-95.3% | $5,332-99.5% | $504-94.6% |