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 | $52,572 | $66,813-21.3% | $100,516-47.7% | $73,488-28.5% |
| Participation rate | 99.0% | 77.5%+21.5pp | 79.4%+19.6pp | 70.7%+28.3pp |
| Annual return | -4.79% | 25.70%-30.5pp | 30.89%-35.7pp | 28.51%-33.3pp |
| Employer contribution / active EE | $3,059 | $2,147+42.5% | $3,418-10.5% | $2,270+34.7% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $8,081-100.0% | $513-100.0% |