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 | $214,893 | $137,414+56.4% | $189,513+13.4% | $85,850+150.3% |
| Participation rate | 97.6% | 84.6%+13.0pp | 87.8%+9.8pp | 69.3%+28.3pp |
| Annual return | 23.53% | 38.14%-14.6pp | 555.15%-531.6pp | 318.53%-295.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $18,100 | $6,260+189.2% | $8,221+120.2% | $3,952+358.0% |
| Admin fee / account holder | $232 | $8,630-97.3% | $12,045-98.1% | $6,260-96.3% |