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 | $60,043 | $52,467+14.4% | $57,179+5.0% | $55,167+8.8% |
| Participation rate | 94.1% | 75.8%+18.2pp | 75.3%+18.7pp | 69.0%+25.1pp |
| Annual return | 6.16% | 7.72%-1.6pp | 14.59%-8.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,343 | $2,477+34.9% | $2,682+24.6% | $1,963+70.3% |
| Participant deferral / active EE | $1,316 | $2,830-53.5% | $3,096-57.5% | $3,054-56.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |