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 | $253,366 | $123,793+104.7% | $177,821+42.5% | $79,858+217.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 87.7%+2.3pp | 69.6%+20.4pp |
| Annual return | 18.98% | 22.82%-3.8pp | 48.32%-29.3pp | 31.71%-12.7pp |
| Employer contribution / active EE | $18,170 | $4,095+343.7% | $5,918+207.0% | $2,471+635.4% |
| Participant deferral / active EE | $6,612 | $5,956+11.0% | $7,714-14.3% | $3,740+76.8% |
| Admin fee / account holder | $9 | $7,243-99.9% | $12,427-99.9% | $5,306-99.8% |