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 | $135,424 | $57,976+133.6% | $62,995+115.0% | $62,292+117.4% |
| Participation rate | 95.6% | 75.9%+19.6pp | 74.8%+20.7pp | 69.5%+26.0pp |
| Annual return | 14.30% | 17.54%-3.2pp | 87.57%-73.3pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,600 | $2,415+7.7% | $2,759-5.8% | $2,042+27.3% |
| Participant deferral / active EE | $3,081 | $2,956+4.2% | $3,329-7.5% | $3,169-2.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |