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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,511 | $54,121+379.5% | $134,143+93.5% | $73,409+253.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 72.2%+27.8pp | 72.2%+27.8pp |
| Annual return | 3.17% | -312.52%+315.7pp | 36.33%-33.2pp | 59.29%-56.1pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,704-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $20,754 | $2,844+629.7% | $3,499+493.2% | $3,805+445.4% |
| Admin fee / account holder | $2 | $132-98.3% | $6,684-100.0% | $158-98.6% |