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 | $213,110 | $63,355+236.4% | $91,989+131.7% | $72,985+192.0% |
| Participation rate | 82.0% | 72.5%+9.5pp | 78.6%+3.4pp | 69.5%+12.5pp |
| Annual return | 23.26% | 35.35%-12.1pp | 69.02%-45.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $9,736 | $2,116+360.2% | $3,452+182.0% | $2,440+299.0% |
| Participant deferral / active EE | $8,567 | $4,883+75.5% | $5,923+44.6% | $3,607+137.5% |
| Admin fee / account holder | $49 | $4,668-99.0% | $7,743-99.4% | $5,124-99.0% |