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 4-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 | $55,411 | $47,722+16.1% | $82,719-33.0% | $64,808-14.5% |
| Participation rate | 99.6% | 67.6%+32.0pp | 72.6%+27.1pp | 71.5%+28.1pp |
| Annual return | 332.56% | -13.05%+345.6pp | 701.18%-368.6pp | 32.82%+299.7pp |
| Employer contribution / active EE | $5,093 | $2,179+133.7% | $3,009+69.3% | $2,506+103.2% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,329-100.0% | $188-100.0% |