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.
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 | $20,752 | $56,484-63.3% | $169,463-87.8% | $64,186-67.7% |
| Participation rate | 98.9% | 64.5%+34.4pp | 77.8%+21.2pp | 69.6%+29.4pp |
| Annual return | -13.47% | -1.55%-11.9pp | 1.83%-15.3pp | 7.63%-21.1pp |
| Employer contribution / active EE | $2,128 | $1,832+16.1% | $4,159-48.8% | $2,381-10.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |