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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $84,839 | $78,419+8.2% | $133,956-36.7% | $73,409+15.6% |
| Participation rate | 98.7% | 78.6%+20.1pp | 79.8%+18.9pp | 72.2%+26.5pp |
| Annual return | 361.04% | 33.35%+327.7pp | 45.09%+315.9pp | 59.29%+301.7pp |
| Employer contribution / active EE | $71 | $2,044-96.5% | $3,919-98.2% | $2,234-96.8% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |