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 5-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 | $32,169 | $59,839-46.2% | $81,983-60.8% | $79,858-59.7% |
| Participation rate | 98.9% | 61.6%+37.3pp | 69.2%+29.7pp | 69.6%+29.3pp |
| Annual return | 171.73% | 17.56%+154.2pp | 41.31%+130.4pp | 31.71%+140.0pp |
| Employer contribution / active EE | $618 | $1,713-63.9% | $2,498-75.2% | $2,471-75.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $231 | $4,287-94.6% | $5,664-95.9% | $5,306-95.6% |