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 | $64,594 | $51,620+25.1% | $90,281-28.5% | $65,185-0.9% |
| Participation rate | 98.1% | 68.6%+29.5pp | 73.3%+24.8pp | 70.2%+27.9pp |
| Annual return | 20.60% | 24.94%-4.3pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,062 | $2,235-7.7% | $2,854-27.8% | $2,177-5.3% |
| Participant deferral / active EE | $6,154 | $2,871+114.4% | $3,885+58.4% | $3,514+75.1% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |