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.
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 | $43,911 | $549,947-92.0% | $177,821-75.3% | - |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.7%+12.3pp | - |
| Annual return | 57.99% | 10.27%+47.7pp | 48.32%+9.7pp | - |
| Employer contribution / active EE | $3,117 | $3,110+0.2% | $5,918-47.3% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $0 | $57,220-100.0% | $12,427-100.0% | - |