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 | $264,209 | $64,286+311.0% | $106,387+148.3% | $55,725+374.1% |
| Participation rate | 99.4% | 75.2%+24.2pp | 77.5%+21.9pp | 70.9%+28.5pp |
| Annual return | -5.34% | 0.84%-6.2pp | 0.25%-5.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $11,256 | $2,367+375.5% | $3,520+219.8% | $2,078+441.6% |
| Participant deferral / active EE | $7,336 | $4,158+76.4% | $5,421+35.3% | $3,356+118.6% |
| Admin fee / account holder | $158 | $102+54.8% | $7,510-97.9% | $115+37.5% |