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 6-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,248 | $70,587-74.1% | $124,672-85.4% | $85,850-78.7% |
| Participation rate | 97.8% | 64.4%+33.4pp | 74.6%+23.2pp | 69.3%+28.5pp |
| Annual return | -31.31% | 20688.83%-20720.1pp | 5142.93%-5174.2pp | 318.53%-349.8pp |
| Employer contribution / active EE | $3,481 | $1,913+81.9% | $3,324+4.7% | $2,565+35.7% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,493-100.0% | $6,260-100.0% |