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 | $75,533 | $65,557+15.2% | $64,056+17.9% | $71,457+5.7% |
| Participation rate | 99.1% | 73.2%+26.0pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 17.93% | 18.94%-1.0pp | 33.69%-15.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,747 | $2,669+40.4% | $2,747+36.4% | $2,588+44.8% |
| Participant deferral / active EE | $4,611 | $3,626+27.2% | $3,880+18.8% | $4,289+7.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |