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 | $25,165 | $45,073-44.2% | $69,455-63.8% | $72,985-65.5% |
| Participation rate | 92.2% | 68.5%+23.7pp | 74.6%+17.6pp | 69.5%+22.7pp |
| Annual return | 5.73% | 22.65%-16.9pp | 28.97%-23.2pp | 81.00%-75.3pp |
| Employer contribution / active EE | $1,464 | $2,054-28.7% | $2,779-47.3% | $2,440-40.0% |
| Participant deferral / active EE | $2,389 | $2,602-8.2% | $3,535-32.4% | $3,607-33.8% |
| Admin fee / account holder | $7 | $3,056-99.8% | $3,839-99.8% | $5,124-99.9% |