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 | $73,335 | $82,664-11.3% | $125,339-41.5% | $68,494+7.1% |
| Participation rate | 94.0% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,635 | $3,381+66.7% | $4,814+17.1% | $2,596+117.0% |
| Participant deferral / active EE | $5,993 | $6,110-1.9% | $7,446-19.5% | $4,027+48.8% |
| Admin fee / account holder | $250 | $6,275-96.0% | $10,010-97.5% | $5,403-95.4% |