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 9-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 | $98,376 | $57,976+69.7% | $62,995+56.2% | $62,292+57.9% |
| Participation rate | 77.3% | 75.9%+1.4pp | 74.8%+2.5pp | 69.5%+7.8pp |
| Annual return | 11.91% | 17.54%-5.6pp | 87.57%-75.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,769 | $2,415+14.7% | $2,759+0.4% | $2,042+35.6% |
| Participant deferral / active EE | $4,331 | $2,956+46.5% | $3,329+30.1% | $3,169+36.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |