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.
Participant contribution per participant 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 | $393,980 | $54,390+624.4% | $117,039+236.6% | $69,631+465.8% |
| Participation rate | 81.3% | 58.5%+22.8pp | 77.2%+4.2pp | 70.7%+10.7pp |
| Annual return | 34.73% | 18.33%+16.4pp | 18.95%+15.8pp | 27571.02%-27536.3pp |
| Employer contribution / active EE | $6,218 | $1,357+358.4% | $3,785+64.3% | $2,032+206.0% |
| Participant deferral / active EE | $0 | $2,076-100.0% | $3,929-100.0% | $3,224-100.0% |
| Admin fee / account holder | $75 | $98-23.0% | $5,974-98.7% | $110-31.8% |