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 | $6,769 | $48,046-85.9% | $84,611-92.0% | $72,985-90.7% |
| Participation rate | 96.6% | 57.6%+39.0pp | 68.2%+28.4pp | 69.5%+27.1pp |
| Annual return | 22.23% | 37.38%-15.2pp | 258.74%-236.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,437 | $1,602+52.1% | $2,652-8.1% | $2,440-0.1% |
| Participant deferral / active EE | $1,533 | $2,680-42.8% | $3,899-60.7% | $3,607-57.5% |
| Admin fee / account holder | $237 | $3,395-93.0% | $4,912-95.2% | $5,124-95.4% |