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.
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 | $3,085 | $45,863-93.3% | $77,024-96.0% | $68,494-95.5% |
| Participation rate | 94.8% | 55.9%+38.9pp | 67.9%+26.9pp | 67.9%+27.0pp |
| Annual return | -21.52% | 1.72%-23.2pp | 42.32%-63.8pp | -7.84%-13.7pp |
| Employer contribution / active EE | $867 | $1,650-47.4% | $2,812-69.2% | $2,596-66.6% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $270 | $3,041-91.1% | $5,425-95.0% | $5,403-95.0% |