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 | $78,826 | $43,550+81.0% | $63,517+24.1% | $52,331+50.6% |
| Participation rate | 92.8% | 65.7%+27.1pp | 71.0%+21.8pp | 68.1%+24.7pp |
| Annual return | 2.19% | 2.03%+0.2pp | -70.30%+72.5pp | 4.54%-2.4pp |
| Employer contribution / active EE | $3,697 | $1,351+173.6% | $2,322+59.2% | $1,882+96.5% |
| Participant deferral / active EE | $3,245 | $2,254+44.0% | $2,953+9.9% | $3,022+7.4% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |