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 | $211,666 | $89,739+135.9% | $149,718+41.4% | $62,292+239.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.08% | 21.01%-2.9pp | 1501.63%-1483.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $10,884 | $3,233+236.7% | $5,445+99.9% | $2,042+433.0% |
| Participant deferral / active EE | $14,189 | $4,797+195.8% | $6,569+116.0% | $3,169+347.7% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |