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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,478 | $99,957-92.5% | $149,696-95.0% | $73,488-89.8% |
| Participation rate | 82.7% | 75.7%+7.0pp | 82.5%+0.2pp | 70.7%+12.0pp |
| Annual return | 89.19% | 53.87%+35.3pp | 276.60%-187.4pp | 28.51%+60.7pp |
| Employer contribution / active EE | $2,244 | $3,191-29.7% | $4,644-51.7% | $2,270-1.1% |
| Participant deferral / active EE | $2,721 | $6,073-55.2% | $6,842-60.2% | $3,740-27.2% |
| Admin fee / account holder | $102 | $551-81.4% | $9,309-98.9% | $513-80.1% |