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 | $47,647 | $73,102-34.8% | $123,544-61.4% | $56,287-15.3% |
| Participation rate | 94.9% | 74.3%+20.6pp | 82.3%+12.6pp | 69.9%+25.1pp |
| Annual return | -5.40% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $768 | $2,977-74.2% | $4,628-83.4% | $2,111-63.6% |
| Participant deferral / active EE | $5,685 | $5,423+4.8% | $6,426-11.5% | $3,350+69.7% |
| Admin fee / account holder | $11 | $554-98.0% | $9,284-99.9% | $521-97.9% |