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 | $295,942 | $104,317+183.7% | $159,436+85.6% | $86,799+240.9% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.8%+13.1pp | 72.3%+23.7pp |
| Annual return | 19.45% | 26.32%-6.9pp | 263.57%-244.1pp | 97.91%-78.5pp |
| Employer contribution / active EE | $4,253 | $3,451+23.2% | $4,829-11.9% | $2,405+76.8% |
| Participant deferral / active EE | $10,611 | $6,837+55.2% | $7,352+44.3% | $4,131+156.9% |
| Admin fee / account holder | $11 | $172-93.6% | $10,799-99.9% | $170-93.5% |