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 | $50,707 | $45,152+12.3% | $73,843-31.3% | $59,632-15.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.72% | 27.40%-25.7pp | 2267.84%-2266.1pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $2,707 | $1,902+42.3% | $2,787-2.9% | $2,203+22.9% |
| Participant deferral / active EE | $6,753 | $2,574+162.4% | $3,583+88.5% | $3,192+111.6% |
| Admin fee / account holder | $18 | $3,516-99.5% | $4,880-99.6% | $4,297-99.6% |