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 3-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 | $39,257 | $59,417-33.9% | $93,606-58.1% | $74,495-47.3% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 19.96% | 81.83%-61.9pp | 133.20%-113.2pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $2,107 | $1,264+66.8% | $2,420-12.9% | $2,623-19.7% |
| Participant deferral / active EE | $2,515 | $3,050-17.5% | $4,411-43.0% | $4,346-42.1% |
| Admin fee / account holder | $281 | $3,021-90.7% | $8,285-96.6% | $1,942-85.5% |