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 5-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.
Employer 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 | $405,278 | $81,719+395.9% | $101,248+300.3% | $90,288+348.9% |
| Participation rate | 76.8% | 80.7%-4.0pp | 75.8%+1.0pp | 73.4%+3.4pp |
| Annual return | 23.33% | 337.64%-314.3pp | 46.47%-23.1pp | 53.97%-30.6pp |
| Employer contribution / active EE | $224 | $3,622-93.8% | $3,660-93.9% | $2,524-91.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $5,945-100.0% | $114-100.0% |