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 | $1,432,271 | $99,957+1332.9% | $149,696+856.8% | $73,488+1849.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.84% | 53.87%-42.0pp | 276.60%-264.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $28,000 | $3,191+777.4% | $4,644+502.9% | $2,270+1133.4% |
| Participant deferral / active EE | $23,267 | $6,073+283.2% | $6,842+240.1% | $3,740+522.2% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |