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 | $148,259 | $84,233+76.0% | $170,442-13.0% | $70,131+111.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.19% | 23.06%-5.9pp | 205.93%-188.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $12,828 | $3,387+278.7% | $5,433+136.1% | $2,342+447.6% |
| Participant deferral / active EE | $9,570 | $3,086+210.2% | $4,939+93.8% | $3,332+187.3% |
| Admin fee / account holder | $22 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |