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 | $10,290 | $58,726-82.5% | $92,233-88.8% | $62,292-83.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.55% | 43.62%-33.1pp | 176.28%-165.7pp | 28.90%-18.4pp |
| Employer contribution / active EE | $3,120 | $2,392+30.4% | $3,679-15.2% | $2,042+52.8% |
| Participant deferral / active EE | $1,408 | $2,766-49.1% | $3,897-63.9% | $3,169-55.6% |
| Admin fee / account holder | $3 | $556-99.5% | $5,194-99.9% | $479-99.4% |