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 | $270,386 | $104,475+158.8% | $159,436+69.6% | $79,386+240.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.63% | 67.95%-50.3pp | 263.57%-245.9pp | 116.85%-99.2pp |
| Employer contribution / active EE | $9,417 | $3,417+175.6% | $4,829+95.0% | $2,427+287.9% |
| Participant deferral / active EE | $10,222 | $6,467+58.1% | $7,352+39.0% | $4,046+152.7% |
| Admin fee / account holder | $36 | $711-94.9% | $10,799-99.7% | $626-94.2% |