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 | $142,622 | $70,002+103.7% | $115,037+24.0% | $52,331+172.5% |
| Participation rate | 76.0% | 72.1%+3.9pp | 81.4%-5.4pp | 68.1%+7.9pp |
| Annual return | 0.24% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $4,636 | $2,715+70.8% | $4,608+0.6% | $1,882+146.4% |
| Participant deferral / active EE | $11,547 | $4,920+134.7% | $6,026+91.6% | $3,022+282.1% |
| Admin fee / account holder | -$117 | $566-120.6% | $8,175-101.4% | $592-119.7% |