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 | $33,316 | $77,813-57.2% | $123,544-73.0% | $64,186-48.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.19% | 12.48%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,704 | $3,014-10.3% | $4,628-41.6% | $2,381+13.6% |
| Participant deferral / active EE | $6,834 | $5,240+30.4% | $6,426+6.4% | $3,470+97.0% |
| Admin fee / account holder | $276 | $5,519-95.0% | $9,284-97.0% | $4,888-94.3% |