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 | $547,016 | $75,183+627.6% | $123,892+341.5% | $55,167+891.6% |
| Participation rate | 93.0% | 72.8%+20.2pp | 81.4%+11.6pp | 69.0%+24.1pp |
| Annual return | 7.37% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $16,484 | $2,823+483.8% | $4,617+257.0% | $1,963+739.9% |
| Participant deferral / active EE | $10,336 | $5,084+103.3% | $5,984+72.7% | $3,054+238.4% |
| Admin fee / account holder | $202 | $663-69.5% | $8,357-97.6% | $504-59.9% |