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 | $396,837 | $59,328+568.9% | $118,925+233.7% | $73,488+440.0% |
| Participation rate | 96.3% | 62.3%+34.0pp | 75.4%+20.9pp | 70.7%+25.6pp |
| Annual return | 21.77% | 19.13%+2.6pp | 35.88%-14.1pp | 28.51%-6.7pp |
| Employer contribution / active EE | $18,562 | $1,803+929.3% | $3,263+468.9% | $2,270+717.7% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $22 | $600-96.3% | $6,581-99.7% | $513-95.6% |