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 | $35,278 | $39,122-9.8% | $57,179-38.3% | $62,891-43.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.86% | 9.23%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,407 | $1,874-24.9% | $2,682-47.5% | $2,281-38.3% |
| Participant deferral / active EE | $1,407 | $2,374-40.7% | $3,096-54.5% | $3,203-56.1% |
| Admin fee / account holder | $90 | $2,592-96.5% | $3,139-97.1% | $4,296-97.9% |