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 | $326,441 | $70,002+366.3% | $115,037+183.8% | $52,331+523.8% |
| Participation rate | 89.8% | 72.1%+17.7pp | 81.4%+8.5pp | 68.1%+21.7pp |
| Annual return | 0.71% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $14,005 | $2,715+415.8% | $4,608+203.9% | $1,882+644.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $11 | $566-98.0% | $8,175-99.9% | $592-98.1% |