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 | $322,316 | $47,922+572.6% | $75,886+324.7% | $65,185+394.5% |
| Participation rate | 99.5% | 63.0%+36.5pp | 69.3%+30.2pp | 70.2%+29.3pp |
| Annual return | 23.72% | 24.12%-0.4pp | 30.76%-7.0pp | 29.38%-5.7pp |
| Employer contribution / active EE | $8,276 | $1,557+431.5% | $2,500+231.0% | $2,177+280.2% |
| Participant deferral / active EE | $12,930 | $2,550+407.1% | $3,603+258.9% | $3,514+268.0% |
| Admin fee / account holder | $3 | $532-99.4% | $5,418-99.9% | $847-99.7% |