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 | $69,408 | $34,934+98.7% | $56,411+23.0% | $74,495-6.8% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 9.33% | 25.94%-16.6pp | 1701.33%-1692.0pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $1,857 | $609+204.8% | $1,039+78.7% | $2,623-29.2% |
| Participant deferral / active EE | $3,903 | $1,170+233.5% | $1,952+99.9% | $4,346-10.2% |
| Admin fee / account holder | $87 | $2,364-96.3% | $2,829-96.9% | $1,942-95.5% |