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 | $852,733 | $99,957+753.1% | $149,696+469.6% | $73,488+1060.4% |
| Participation rate | 91.0% | 75.7%+15.3pp | 82.5%+8.6pp | 70.7%+20.4pp |
| Annual return | 23.34% | 53.87%-30.5pp | 276.60%-253.3pp | 28.51%-5.2pp |
| Employer contribution / active EE | $11,942 | $3,191+274.2% | $4,644+157.1% | $2,270+426.1% |
| Participant deferral / active EE | $12,240 | $6,073+101.6% | $6,842+78.9% | $3,740+227.3% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |