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 | $298,713 | $99,957+198.8% | $149,696+99.5% | $73,488+306.5% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.5%+14.5pp | 70.7%+26.3pp |
| Annual return | 15.89% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $9,658 | $3,191+202.7% | $4,644+108.0% | $2,270+325.5% |
| Participant deferral / active EE | $8,585 | $6,073+41.4% | $6,842+25.5% | $3,740+129.6% |
| Admin fee / account holder | $9 | $551-98.3% | $9,309-99.9% | $513-98.2% |