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 | $115,883 | $62,586+85.2% | $76,768+51.0% | $64,186+80.5% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -3.52% | -1.95%-1.6pp | 2.43%-5.9pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,115 | $1,832+70.0% | $2,485+25.3% | $2,381+30.8% |
| Participant deferral / active EE | $6,027 | $3,145+91.7% | $3,852+56.5% | $3,470+73.7% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |