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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $576,610 | $80,753+614.0% | $136,294+323.1% | $62,292+825.7% |
| Participation rate | 94.2% | 73.5%+20.6pp | 81.9%+12.2pp | 69.5%+24.7pp |
| Annual return | 13.09% | 35.83%-22.7pp | 5155.94%-5142.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $17,346 | $2,884+501.5% | $4,695+269.4% | $2,042+749.4% |
| Participant deferral / active EE | $10,715 | $5,164+107.5% | $6,247+71.5% | $3,169+238.1% |
| Admin fee / account holder | $177 | $525-66.4% | $9,243-98.1% | $479-63.2% |