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 | $24,080 | $57,921-58.4% | $84,750-71.6% | $57,658-58.2% |
| Participation rate | 98.7% | 72.9%+25.7pp | 76.6%+22.1pp | 70.2%+28.4pp |
| Annual return | 13.44% | 10.24%+3.2pp | 22.78%-9.3pp | 5.13%+8.3pp |
| Employer contribution / active EE | $2,744 | $2,598+5.6% | $3,574-23.2% | $1,974+39.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |