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 4-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 | $84,905 | $93,571-9.3% | $135,903-37.5% | $75,163+13.0% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.8pp | 67.2%+28.5pp |
| Annual return | -9.41% | 30.90%-40.3pp | 68.23%-77.6pp | 160.62%-170.0pp |
| Employer contribution / active EE | $35,801 | $3,537+912.3% | $4,856+637.2% | $2,670+1241.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |