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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,396 | $91,538-95.2% | $129,995-96.6% | $75,163-94.2% |
| Participation rate | 93.0% | 71.4%+21.5pp | 78.5%+14.5pp | 67.2%+25.8pp |
| Annual return | 11.48% | -631.11%+642.6pp | -137.18%+148.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,069 | $2,845-62.4% | $4,320-75.3% | $2,670-60.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $36 | $6,790-99.5% | $10,614-99.7% | $5,651-99.4% |