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 6-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 | $5,638 | $94,625-94.0% | $116,228-95.1% | $84,808-93.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | -33.98% | 20.40%-54.4pp | 90.06%-124.0pp | 40.90%-74.9pp |
| Employer contribution / active EE | $746 | $2,347-68.2% | $2,994-75.1% | $2,631-71.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $76 | $10,091-99.2% | $11,989-99.4% | $7,344-99.0% |