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 | $122,144 | $72,492+68.5% | $87,100+40.2% | $72,985+67.4% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 21.71% | 24.46%-2.7pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,465 | $1,894+30.1% | $2,521-2.2% | $2,440+1.0% |
| Participant deferral / active EE | $5,323 | $3,270+62.8% | $4,049+31.5% | $3,607+47.6% |
| Admin fee / account holder | $1 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |