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 | $262,252 | $79,523+229.8% | $140,016+87.3% | $56,287+365.9% |
| Participation rate | 95.2% | 85.7%+9.5pp | 87.5%+7.7pp | 69.9%+25.4pp |
| Annual return | 5.16% | 2.39%+2.8pp | 651.12%-646.0pp | -9.96%+15.1pp |
| Employer contribution / active EE | $13,197 | $3,350+293.9% | $5,606+135.4% | $2,111+525.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |