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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,847 | $106,028+64.9% | $146,958+19.0% | $77,643+125.2% |
| Participation rate | 99.5% | 78.4%+21.2pp | 82.2%+17.4pp | 70.6%+28.9pp |
| Annual return | 13.28% | 56.73%-43.4pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $6,143 | $4,063+51.2% | $4,933+24.5% | $2,726+125.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |