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 | $477,196 | $62,132+668.0% | $185,823+156.8% | $73,488+549.3% |
| Participation rate | 96.8% | 67.8%+28.9pp | 78.0%+18.7pp | 70.7%+26.1pp |
| Annual return | 41.82% | 20.44%+21.4pp | 35.95%+5.9pp | 28.51%+13.3pp |
| Employer contribution / active EE | $24,177 | $1,681+1338.1% | $4,087+491.5% | $2,270+965.0% |
| Participant deferral / active EE | $13,796 | $3,711+271.7% | $5,632+145.0% | $3,740+268.9% |
| Admin fee / account holder | $5 | $419-98.9% | $9,500-100.0% | $513-99.1% |