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 | $37,966 | $49,227-22.9% | $70,449-46.1% | $79,858-52.5% |
| Participation rate | 88.9% | 69.2%+19.7pp | 75.1%+13.8pp | 69.6%+19.3pp |
| Annual return | 12.70% | 30.06%-17.4pp | 109.03%-96.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $845 | $2,099-59.7% | $2,737-69.1% | $2,471-65.8% |
| Participant deferral / active EE | $1,312 | $2,768-52.6% | $3,709-64.6% | $3,740-64.9% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |