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 | $50,097 | $91,552-45.3% | $133,956-62.6% | $79,858-37.3% |
| Participation rate | 90.6% | 73.3%+17.2pp | 79.8%+10.7pp | 69.6%+21.0pp |
| Annual return | 20.90% | 61.85%-40.9pp | 45.09%-24.2pp | 31.71%-10.8pp |
| Employer contribution / active EE | $4,572 | $2,384+91.8% | $3,919+16.7% | $2,471+85.0% |
| Participant deferral / active EE | $8,528 | $3,733+128.4% | $5,048+69.0% | $3,740+128.0% |
| Admin fee / account holder | $25 | $6,321-99.6% | $8,927-99.7% | $5,306-99.5% |