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 | $248,504 | $89,652+177.2% | $141,162+76.0% | $65,185+281.2% |
| Participation rate | 85.1% | 74.7%+10.4pp | 82.5%+2.6pp | 70.2%+14.9pp |
| Annual return | 28.04% | 32.79%-4.8pp | 71.39%-43.3pp | 29.38%-1.3pp |
| Employer contribution / active EE | $7,842 | $3,065+155.9% | $4,735+65.6% | $2,177+260.3% |
| Participant deferral / active EE | $16,698 | $5,691+193.4% | $6,709+148.9% | $3,514+375.2% |
| Admin fee / account holder | -$218 | $569-138.4% | $10,261-102.1% | $847-125.7% |