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 7-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 | $32,283 | $89,248-63.8% | $136,007-76.3% | $74,546-56.7% |
| Participation rate | 84.8% | 69.4%+15.4pp | 76.5%+8.4pp | 67.2%+17.6pp |
| Annual return | 10.98% | 22.76%-11.8pp | 579.32%-568.3pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $3,043 | $2,838+7.2% | $4,215-27.8% | $2,624+16.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,944-100.0% |