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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,995 | $71,883-23.5% | $86,677-36.6% | $68,494-19.7% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -26.25% | 3.52%-29.8pp | 35.91%-62.2pp | -7.84%-18.4pp |
| Employer contribution / active EE | $1,403 | $2,173-35.4% | $2,836-50.5% | $2,596-45.9% |
| Participant deferral / active EE | $5,801 | $3,779+53.5% | $4,656+24.6% | $4,027+44.1% |
| Admin fee / account holder | $181 | $6,112-97.0% | $7,493-97.6% | $5,403-96.7% |