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 | $132,461 | $55,002+140.8% | $59,878+121.2% | $56,287+135.3% |
| Participation rate | 95.5% | 75.9%+19.6pp | 74.7%+20.8pp | 69.9%+25.7pp |
| Annual return | 9.55% | 1.13%+8.4pp | 3.46%+6.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $2,272 | $2,448-7.2% | $2,722-16.5% | $2,111+7.6% |
| Participant deferral / active EE | $2,695 | $3,121-13.6% | $3,402-20.8% | $3,350-19.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |