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 8-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,191 | $40,522+167.0% | $84,611+27.9% | $67,579+60.1% |
| Participation rate | 99.7% | 51.1%+48.6pp | 68.2%+31.4pp | 71.3%+28.4pp |
| Annual return | 31.67% | 32.72%-1.1pp | 258.74%-227.1pp | 378.56%-346.9pp |
| Employer contribution / active EE | $4,976 | $1,146+334.1% | $2,652+87.6% | $2,148+131.7% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |