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 | $686,866 | $73,102+839.6% | $123,544+456.0% | $56,287+1120.3% |
| Participation rate | 89.0% | 74.3%+14.7pp | 82.3%+6.7pp | 69.9%+19.1pp |
| Annual return | -3.63% | 3.01%-6.6pp | 119.20%-122.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $12,711 | $2,977+327.0% | $4,628+174.7% | $2,111+502.1% |
| Participant deferral / active EE | $9,855 | $5,423+81.7% | $6,426+53.4% | $3,350+194.2% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.6% |