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 | $38,552 | $44,873-14.1% | $79,464-51.5% | $56,287-31.5% |
| Participation rate | 72.0% | 68.7%+3.2pp | 73.3%-1.4pp | 69.9%+2.1pp |
| Annual return | 7.67% | 0.81%+6.9pp | 718.14%-710.5pp | -9.96%+17.6pp |
| Employer contribution / active EE | $2,060 | $2,140-3.7% | $2,800-26.5% | $2,111-2.4% |
| Participant deferral / active EE | $2,667 | $2,746-2.9% | $3,704-28.0% | $3,350-20.4% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |