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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $558 | $57,610-99.0% | $154,803-99.6% | $102,872-99.5% |
| Participation rate | 90.4% | 59.5%+30.9pp | 78.1%+12.3pp | 73.0%+17.4pp |
| Annual return | 130.19% | 30.49%+99.7pp | 58.88%+71.3pp | 19.06%+111.1pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $447 | $2,914-84.6% | $5,540-91.9% | $5,535-91.9% |
| Admin fee / account holder | $98 | $368-73.4% | $14,329-99.3% | $292-66.5% |