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 4-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.
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 | $27,205 | $64,119-57.6% | $112,228-75.8% | $66,914-59.3% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.1%+23.7pp | 69.8%+29.0pp |
| Annual return | 196.99% | -13.81%+210.8pp | 27.45%+169.5pp | 1.58%+195.4pp |
| Employer contribution / active EE | $452 | $3,005-85.0% | $3,635-87.6% | $2,544-82.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |