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 | $26,974 | $61,156-55.9% | $185,823-85.5% | $79,386-66.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 17.38% | 19.45%-2.1pp | 122.05%-104.7pp | 116.85%-99.5pp |
| Employer contribution / active EE | $723 | $2,321-68.8% | $5,167-86.0% | $2,427-70.2% |
| Participant deferral / active EE | $2,660 | $2,789-4.6% | $5,568-52.2% | $4,046-34.3% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |