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.
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 | $30,002 | $31,388-4.4% | $73,545-59.2% | $62,292-51.8% |
| Participation rate | 91.9% | 39.9%+52.1pp | 54.9%+37.0pp | 69.5%+22.4pp |
| Annual return | 401.15% | 25.34%+375.8pp | -15.16%+416.3pp | 28.90%+372.3pp |
| Employer contribution / active EE | $7,055 | $498+1316.8% | $1,219+478.8% | $2,042+245.5% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,806-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $299-99.6% | $2,320-99.9% | $479-99.7% |