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.
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 | $1,112 | $28,109-96.0% | $71,086-98.4% | $56,287-98.0% |
| Participation rate | 100.0% | 40.4%+59.6pp | 54.7%+45.3pp | 69.9%+30.1pp |
| Annual return | -27.10% | -615.05%+587.9pp | 650.59%-677.7pp | -9.96%-17.1pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $878 | $1,116-21.3% | $1,874-53.1% | $3,350-73.8% |
| Admin fee / account holder | $44 | $585-92.4% | $3,082-98.6% | $521-91.5% |