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 | $42,950 | $52,953-18.9% | $172,739-75.1% | $65,185-34.1% |
| Participation rate | 73.0% | 66.2%+6.8pp | 82.6%-9.7pp | 70.2%+2.8pp |
| Annual return | 19.68% | 30.12%-10.4pp | 802.84%-783.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $2,456 | $2,190+12.2% | $5,143-52.2% | $2,177+12.9% |
| Participant deferral / active EE | $1,756 | $2,471-28.9% | $5,198-66.2% | $3,514-50.0% |
| Admin fee / account holder | $21 | $472-95.5% | $13,954-99.8% | $847-97.5% |