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 | $109,211 | $70,083+55.8% | $59,878+82.4% | $55,725+96.0% |
| Participation rate | 99.6% | 78.4%+21.2pp | 74.7%+24.9pp | 70.9%+28.8pp |
| Annual return | 9.22% | 3.13%+6.1pp | 3.46%+5.8pp | 244.93%-235.7pp |
| Employer contribution / active EE | $6,227 | $2,878+116.3% | $2,722+128.8% | $2,078+199.7% |
| Participant deferral / active EE | $2,703 | $3,079-12.2% | $3,402-20.6% | $3,356-19.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |