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 | $78,048 | $55,002+41.9% | $59,878+30.3% | $56,287+38.7% |
| Participation rate | 79.7% | 75.9%+3.8pp | 74.7%+5.0pp | 69.9%+9.9pp |
| Annual return | 10.84% | 1.13%+9.7pp | 3.46%+7.4pp | -9.96%+20.8pp |
| Employer contribution / active EE | $1,711 | $2,448-30.1% | $2,722-37.1% | $2,111-19.0% |
| Participant deferral / active EE | $3,375 | $3,121+8.1% | $3,402-0.8% | $3,350+0.8% |
| Admin fee / account holder | $4 | $236-98.3% | $3,590-99.9% | $521-99.2% |