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 8-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 | $129,678 | $105,181+23.3% | $159,436-18.7% | $85,850+51.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 52.90% | 45.07%+7.8pp | 263.57%-210.7pp | 318.53%-265.6pp |
| Employer contribution / active EE | $1,765 | $3,318-46.8% | $4,829-63.5% | $2,565-31.2% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $184 | $6,933-97.3% | $10,799-98.3% | $6,260-97.1% |