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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,143 | $77,813-43.3% | $123,544-64.3% | $64,186-31.2% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.2pp |
| Annual return | -10.28% | 12.48%-22.8pp | 119.20%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,756 | $3,014-8.6% | $4,628-40.4% | $2,381+15.8% |
| Participant deferral / active EE | $7,108 | $5,240+35.7% | $6,426+10.6% | $3,470+104.9% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,284-99.9% | $4,888-99.7% |