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 | $98,314 | $49,227+99.7% | $70,449+39.6% | $79,858+23.1% |
| Participation rate | 97.7% | 69.2%+28.5pp | 75.1%+22.6pp | 69.6%+28.0pp |
| Annual return | 11.86% | 30.06%-18.2pp | 109.03%-97.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $6,682 | $2,099+218.3% | $2,737+144.2% | $2,471+170.4% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |