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.
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 | $32,558 | $80,724-59.7% | $103,333-68.5% | $74,495-56.3% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | -99.48% | 27.56%-127.0pp | 24.88%-124.4pp | 1364.94%-1464.4pp |
| Employer contribution / active EE | $25,852 | $3,157+718.8% | $3,868+568.4% | $2,623+885.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |