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 | $66,125 | $54,590+21.1% | $81,930-19.3% | $73,488-10.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 14.83% | 17.74%-2.9pp | 29.49%-14.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,803 | $1,636+132.5% | $4,310-11.8% | $2,270+67.5% |
| Participant deferral / active EE | $2,372 | $2,759-14.0% | $7,107-66.6% | $3,740-36.6% |
| Admin fee / account holder | $158 | $592-73.4% | $5,158-96.9% | $513-69.3% |