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 | $305,038 | $73,404+315.6% | $87,100+250.2% | $67,579+351.4% |
| Participation rate | 99.3% | 80.9%+18.5pp | 76.9%+22.5pp | 71.3%+28.1pp |
| Annual return | 8.27% | 48.29%-40.0pp | 28.19%-19.9pp | 378.56%-370.3pp |
| Employer contribution / active EE | $23,517 | $2,014+1067.8% | $2,521+832.7% | $2,148+995.0% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |