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 | $58,689 | $51,769+13.4% | $57,343+2.3% | $52,331+12.2% |
| Participation rate | 92.7% | 75.2%+17.5pp | 75.1%+17.6pp | 68.1%+24.6pp |
| Annual return | 6.86% | 2.43%+4.4pp | 24.39%-17.5pp | 4.54%+2.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,108 | $2,794+47.0% | $3,162+29.9% | $3,022+35.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |