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 | $124,118 | $76,552+62.1% | $123,892+0.2% | $62,891+97.4% |
| Participation rate | 79.8% | 73.0%+6.8pp | 81.4%-1.6pp | 69.3%+10.5pp |
| Annual return | 8.76% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,475 | $4,840+54.4% | $5,984+24.9% | $3,203+133.4% |
| Admin fee / account holder | $23 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |