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 | $88,221 | $57,976+52.2% | $62,995+40.0% | $62,292+41.6% |
| Participation rate | 90.5% | 75.9%+14.6pp | 74.8%+15.7pp | 69.5%+21.0pp |
| Annual return | 13.90% | 17.54%-3.6pp | 87.57%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,609 | $2,415+8.0% | $2,759-5.4% | $2,042+27.7% |
| Participant deferral / active EE | $5,097 | $2,956+72.5% | $3,329+53.1% | $3,169+60.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |