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 | $80,261 | $81,208-1.2% | $98,907-18.9% | $79,858+0.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 31.27% | 60.99%-29.7pp | 196.43%-165.2pp | 31.71%-0.4pp |
| Employer contribution / active EE | $3,366 | $1,960+71.7% | $2,689+25.2% | $2,471+36.2% |
| Participant deferral / active EE | $4,527 | $3,265+38.7% | $4,244+6.7% | $3,740+21.0% |
| Admin fee / account holder | $205 | $6,013-96.6% | $6,642-96.9% | $5,306-96.1% |