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 9-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,048 | $39,019+194.8% | $80,716+42.5% | $85,850+34.0% |
| Participation rate | 92.4% | 41.5%+50.8pp | 54.2%+38.2pp | 69.3%+23.1pp |
| Annual return | -4.22% | 26.27%-30.5pp | 87.28%-91.5pp | 318.53%-322.8pp |
| Employer contribution / active EE | $5,649 | $722+682.4% | $1,160+387.0% | $2,565+120.2% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |