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 | $36,451 | $59,715-39.0% | $74,550-51.1% | - |
| Participation rate | 98.0% | 60.9%+37.0pp | 69.1%+28.8pp | - |
| Annual return | 3.32% | -10.64%+14.0pp | 32.53%-29.2pp | - |
| Employer contribution / active EE | $1,104 | $725+52.2% | $1,961-43.7% | - |
| Participant deferral / active EE | $2,332 | $2,327+0.2% | $3,108-25.0% | - |
| Admin fee / account holder | $53 | $40,605-99.9% | $5,060-99.0% | - |