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 | $226,930 | $70,002+224.2% | $115,037+97.3% | $52,331+333.6% |
| Participation rate | 92.8% | 72.1%+20.7pp | 81.4%+11.4pp | 68.1%+24.7pp |
| Annual return | 1.09% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $7,550 | $2,715+178.1% | $4,608+63.8% | $1,882+301.2% |
| Participant deferral / active EE | $11,464 | $4,920+133.0% | $6,026+90.2% | $3,022+279.3% |
| Admin fee / account holder | $6 | $566-99.0% | $8,175-99.9% | $592-99.0% |