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 9-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 | $121,311 | $54,590+122.2% | $81,930+48.1% | $73,488+65.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 224.37% | 17.74%+206.6pp | 29.49%+194.9pp | 28.51%+195.9pp |
| Employer contribution / active EE | $946 | $1,636-42.2% | $4,310-78.0% | $2,270-58.3% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |