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 | $27,276 | $63,114-56.8% | $92,893-70.6% | $65,185-58.2% |
| Participation rate | 97.0% | 68.8%+28.2pp | 76.0%+21.0pp | 70.2%+26.8pp |
| Annual return | 18.38% | 28.75%-10.4pp | 109.41%-91.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $582 | $2,571-77.3% | $3,653-84.1% | $2,177-73.2% |
| Participant deferral / active EE | $3,261 | $3,108+4.9% | $4,236-23.0% | $3,514-7.2% |
| Admin fee / account holder | $247 | $624-60.4% | $5,794-95.7% | $847-70.9% |