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 | $473,349 | $75,183+529.6% | $123,892+282.1% | $55,167+758.0% |
| Participation rate | 94.7% | 72.8%+21.9pp | 81.4%+13.3pp | 69.0%+25.7pp |
| Annual return | 7.25% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $12,986 | $2,823+359.9% | $4,617+181.3% | $1,963+561.7% |
| Participant deferral / active EE | $9,653 | $5,084+89.9% | $5,984+61.3% | $3,054+216.1% |
| Admin fee / account holder | -$477 | $663-172.1% | $8,357-105.7% | $504-194.7% |