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 | $17,749 | $46,674-62.0% | $117,472-84.9% | $68,494-74.1% |
| Participation rate | 98.7% | 56.8%+41.9pp | 70.6%+28.1pp | 67.9%+30.8pp |
| Annual return | -14.09% | -14.52%+0.4pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,210 | $1,505-19.6% | $4,176-71.0% | $2,596-53.4% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $291 | $4,020-92.8% | $5,645-94.9% | $5,403-94.6% |