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 6-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 | $330,584 | $91,517+261.2% | $101,248+226.5% | $73,409+350.3% |
| Participation rate | 89.9% | 73.8%+16.1pp | 75.8%+14.1pp | 72.2%+17.7pp |
| Annual return | 420.76% | 17.17%+403.6pp | 46.47%+374.3pp | 59.29%+361.5pp |
| Employer contribution / active EE | $25,503 | $2,877+786.5% | $3,660+596.9% | $2,234+1041.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |