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 | $74,852 | $55,002+36.1% | $59,878+25.0% | $56,287+33.0% |
| Participation rate | 97.6% | 75.9%+21.7pp | 74.7%+22.9pp | 69.9%+27.7pp |
| Annual return | -3.81% | 1.13%-4.9pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,670 | $2,448-31.8% | $2,722-38.6% | $2,111-20.9% |
| Participant deferral / active EE | $1,315 | $3,121-57.9% | $3,402-61.3% | $3,350-60.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |