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 8-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 | $155,098 | $60,795+155.1% | $69,455+123.3% | $65,185+137.9% |
| Participation rate | 96.4% | 74.9%+21.5pp | 74.6%+21.8pp | 70.2%+26.2pp |
| Annual return | 16.11% | 17.46%-1.3pp | 28.97%-12.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $4,121 | $2,452+68.1% | $2,779+48.3% | $2,177+89.3% |
| Participant deferral / active EE | $6,923 | $3,162+119.0% | $3,535+95.8% | $3,514+97.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |