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 9-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 | $46,378 | $66,310-30.1% | $93,606-50.5% | $65,185-28.9% |
| Participation rate | 92.0% | 74.0%+18.0pp | 75.8%+16.1pp | 70.2%+21.8pp |
| Annual return | 22.57% | 42.58%-20.0pp | 32.76%-10.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $3,238 | $2,012+60.9% | $2,718+19.1% | $2,177+48.8% |
| Participant deferral / active EE | $3,587 | $3,342+7.3% | $4,069-11.9% | $3,514+2.1% |
| Admin fee / account holder | $10 | $6,897-99.9% | $7,888-99.9% | $847-98.8% |