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.
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 | $28,301 | $43,327-34.7% | $59,878-52.7% | $64,186-55.9% |
| Participation rate | 76.7% | 69.2%+7.6pp | 74.7%+2.0pp | 69.6%+7.2pp |
| Annual return | -2.97% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $669 | $2,028-67.0% | $2,722-75.4% | $2,381-71.9% |
| Participant deferral / active EE | $1,585 | $2,546-37.8% | $3,402-53.4% | $3,470-54.3% |
| Admin fee / account holder | $130 | $3,005-95.7% | $3,590-96.4% | $4,888-97.3% |