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.
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 | $6,955 | $72,012-90.3% | $185,823-96.3% | $79,858-91.3% |
| Participation rate | 92.6% | 65.8%+26.8pp | 78.0%+14.6pp | 69.6%+23.0pp |
| Annual return | 20.92% | 23.12%-2.2pp | 35.95%-15.0pp | 31.71%-10.8pp |
| Employer contribution / active EE | $962 | $1,965-51.0% | $4,087-76.5% | $2,471-61.1% |
| Participant deferral / active EE | $1,834 | $3,779-51.5% | $5,632-67.4% | $3,740-51.0% |
| Admin fee / account holder | $124 | $4,513-97.3% | $9,500-98.7% | $5,306-97.7% |