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 | $80,345 | $75,183+6.9% | $123,892-35.1% | $55,167+45.6% |
| Participation rate | 93.0% | 72.8%+20.2pp | 81.4%+11.6pp | 69.0%+24.1pp |
| Annual return | 7.25% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,220 | $2,823-21.4% | $4,617-51.9% | $1,963+13.1% |
| Participant deferral / active EE | $6,472 | $5,084+27.3% | $5,984+8.2% | $3,054+111.9% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.3% |