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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,571 | $72,404-37.1% | $110,238-58.7% | $64,186-29.0% |
| Participation rate | 94.5% | 73.3%+21.2pp | 79.8%+14.7pp | 69.6%+24.9pp |
| Annual return | -19.19% | -6.29%-12.9pp | 314.74%-333.9pp | 7.63%-26.8pp |
| Employer contribution / active EE | $6,891 | $2,282+202.0% | $3,826+80.1% | $2,381+189.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19 | $5,664-99.7% | $8,547-99.8% | $4,888-99.6% |