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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $268,148 | $136,307+96.7% | $177,821+50.8% | $73,488+264.9% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.7%+9.9pp | 70.7%+27.0pp |
| Annual return | 11.82% | 18.68%-6.9pp | 48.32%-36.5pp | 28.51%-16.7pp |
| Employer contribution / active EE | $10,684 | $3,712+187.8% | $5,918+80.5% | $2,270+370.6% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |