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 | $299,761 | $99,957+199.9% | $149,696+100.2% | $73,488+307.9% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 23.78% | 53.87%-30.1pp | 276.60%-252.8pp | 28.51%-4.7pp |
| Employer contribution / active EE | $8,905 | $3,191+179.0% | $4,644+91.7% | $2,270+292.3% |
| Participant deferral / active EE | $18,035 | $6,073+197.0% | $6,842+163.6% | $3,740+382.3% |
| Admin fee / account holder | -$258 | $551-146.9% | $9,309-102.8% | $513-150.3% |