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 7-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,113 | $81,474-95.0% | $133,956-96.9% | $73,488-94.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 334.94% | 19.40%+315.5pp | 45.09%+289.8pp | 28.51%+306.4pp |
| Employer contribution / active EE | $1,588 | $2,209-28.1% | $3,919-59.5% | $2,270-30.0% |
| Participant deferral / active EE | $2,068 | $3,786-45.4% | $5,048-59.0% | $3,740-44.7% |
| Admin fee / account holder | $7 | $713-99.1% | $8,927-99.9% | $513-98.7% |