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 | $31,841 | $46,360-31.3% | $147,614-78.4% | $52,331-39.2% |
| Participation rate | 73.8% | 64.9%+8.9pp | 84.6%-10.8pp | 68.1%+5.7pp |
| Annual return | -0.83% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,463 | $2,126-31.2% | $5,564-73.7% | $1,882-22.3% |
| Participant deferral / active EE | $2,661 | $2,258+17.9% | $4,895-45.6% | $3,022-11.9% |
| Admin fee / account holder | $10 | $766-98.7% | $11,611-99.9% | $592-98.3% |