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 | $56,340 | $60,795-7.3% | $69,455-18.9% | $65,185-13.6% |
| Participation rate | 96.0% | 74.9%+21.2pp | 74.6%+21.4pp | 70.2%+25.8pp |
| Annual return | 16.07% | 17.46%-1.4pp | 28.97%-12.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $1,170 | $2,452-52.3% | $2,779-57.9% | $2,177-46.2% |
| Participant deferral / active EE | $2,048 | $3,162-35.2% | $3,535-42.1% | $3,514-41.7% |
| Admin fee / account holder | $78 | $314-75.0% | $3,839-98.0% | $847-90.7% |