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 | $17,700 | $45,283-60.9% | $155,790-88.6% | $52,331-66.2% |
| Participation rate | 93.3% | 62.2%+31.1pp | 76.1%+17.2pp | 68.1%+25.2pp |
| Annual return | 0.54% | 1.80%-1.3pp | 71.54%-71.0pp | 4.54%-4.0pp |
| Employer contribution / active EE | $5,921 | $1,329+345.6% | $3,836+54.3% | $1,882+214.6% |
| Participant deferral / active EE | $4,728 | $2,854+65.6% | $4,797-1.4% | $3,022+56.4% |
| Admin fee / account holder | $49 | $981-95.0% | $7,478-99.3% | $592-91.6% |