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 | $382,877 | $155,795+145.8% | $136,294+180.9% | $69,631+449.9% |
| Participation rate | 70.9% | 75.2%-4.3pp | 81.9%-11.0pp | 70.7%+0.2pp |
| Annual return | 16.20% | 232464.33%-232448.1pp | 5155.94%-5139.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $11,136 | $2,991+272.3% | $4,695+137.2% | $2,032+448.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $151 | $128+18.1% | $9,243-98.4% | $110+37.2% |