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 8-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 | $122,846 | $54,762+124.3% | $90,281+36.1% | $72,985+68.3% |
| Participation rate | 98.9% | 65.1%+33.7pp | 73.3%+25.6pp | 69.5%+29.4pp |
| Annual return | 15.69% | 30.63%-14.9pp | 78.10%-62.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $690 | $2,092-67.0% | $2,854-75.8% | $2,440-71.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $254 | $3,972-93.6% | $5,351-95.3% | $5,124-95.0% |