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 | $42,369 | $33,745+25.6% | $64,105-33.9% | $55,191-23.2% |
| Participation rate | 89.7% | 59.4%+30.4pp | 68.2%+21.5pp | 69.2%+20.5pp |
| Annual return | -1.21% | 4.95%-6.2pp | 791.24%-792.5pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,275 | $1,929+17.9% | $2,822-19.4% | $3,046-25.3% |
| Admin fee / account holder | $177 | $94+87.8% | $4,499-96.1% | $91+95.1% |