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 | $46,697 | $60,795-23.2% | $69,455-32.8% | $65,185-28.4% |
| Participation rate | 95.0% | 74.9%+20.2pp | 74.6%+20.4pp | 70.2%+24.8pp |
| Annual return | 25.68% | 17.46%+8.2pp | 28.97%-3.3pp | 29.38%-3.7pp |
| Employer contribution / active EE | $2,919 | $2,452+19.0% | $2,779+5.0% | $2,177+34.1% |
| Participant deferral / active EE | $7,973 | $3,162+152.2% | $3,535+125.5% | $3,514+126.9% |
| Admin fee / account holder | $21 | $314-93.3% | $3,839-99.4% | $847-97.5% |