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 | $231,425 | $75,388+207.0% | $123,544+87.3% | $55,725+315.3% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.3%+14.7pp | 70.9%+26.1pp |
| Annual return | 20.95% | 4.48%+16.5pp | 119.20%-98.2pp | 244.93%-224.0pp |
| Employer contribution / active EE | $3,948 | $3,063+28.9% | $4,628-14.7% | $2,078+90.0% |
| Participant deferral / active EE | $8,675 | $5,651+53.5% | $6,426+35.0% | $3,356+158.5% |
| Admin fee / account holder | $5 | $120-95.6% | $9,284-99.9% | $115-95.4% |