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 | $77,882 | $100,801-22.7% | $149,696-48.0% | $73,409+6.1% |
| Participation rate | 80.9% | 77.7%+3.2pp | 82.5%-1.6pp | 72.2%+8.7pp |
| Annual return | 16.25% | 265.34%-249.1pp | 276.60%-260.4pp | 59.29%-43.0pp |
| Employer contribution / active EE | $5,743 | $3,312+73.4% | $4,644+23.7% | $2,234+157.1% |
| Participant deferral / active EE | $4,238 | $6,404-33.8% | $6,842-38.1% | $3,805+11.4% |
| Admin fee / account holder | $1 | $181-99.6% | $9,309-100.0% | $158-99.5% |