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 | $208,046 | $80,177+159.5% | $123,892+67.9% | $57,658+260.8% |
| Participation rate | 96.1% | 74.4%+21.7pp | 81.4%+14.7pp | 70.2%+25.9pp |
| Annual return | 8.46% | 17.90%-9.4pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $759 | $2,913-73.9% | $4,617-83.6% | $1,974-61.5% |
| Participant deferral / active EE | $11,966 | $5,130+133.2% | $5,984+100.0% | $3,061+291.0% |
| Admin fee / account holder | -$50 | $106-146.9% | $8,357-100.6% | $95-152.8% |