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.
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 | $253,632 | $100,589+152.1% | $136,294+86.1% | $177,276+43.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 81.9%+18.1pp | 74.8%+25.2pp |
| Annual return | 17.91% | 39.18%-21.3pp | 5155.94%-5138.0pp | 21.25%-3.3pp |
| Employer contribution / active EE | $2,275 | $3,259-30.2% | $4,695-51.6% | $2,479-8.2% |
| Participant deferral / active EE | $15,143 | $5,830+159.8% | $6,247+142.4% | $3,881+290.2% |
| Admin fee / account holder | $0 | $55-99.4% | $9,243-100.0% | $154-99.8% |