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 8-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 | $157,838 | $79,523+98.5% | $140,016+12.7% | $56,287+180.4% |
| Participation rate | 97.9% | 85.7%+12.2pp | 87.5%+10.4pp | 69.9%+28.0pp |
| Annual return | 3.09% | 2.39%+0.7pp | 651.12%-648.0pp | -9.96%+13.0pp |
| Employer contribution / active EE | $6,560 | $3,350+95.8% | $5,606+17.0% | $2,111+210.7% |
| Participant deferral / active EE | $4,320 | $5,129-15.8% | $6,927-37.6% | $3,350+29.0% |
| Admin fee / account holder | $175 | $614-71.5% | $10,705-98.4% | $521-66.4% |