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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,296 | $40,174+174.5% | $84,015+31.3% | $67,579+63.2% |
| Participation rate | 92.8% | 62.7%+30.1pp | 69.0%+23.8pp | 71.3%+21.5pp |
| Annual return | 10.96% | 25.82%-14.9pp | 71.31%-60.3pp | 378.56%-367.6pp |
| Employer contribution / active EE | $3,711 | $808+359.5% | $1,983+87.1% | $2,148+72.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |