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 | $34,369 | $73,867-53.5% | $143,757-76.1% | $68,494-49.8% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.8pp | 67.9%+25.3pp |
| Annual return | -15.24% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,912 | $3,184-8.5% | $4,951-41.2% | $2,596+12.2% |
| Participant deferral / active EE | $3,488 | $3,384+3.1% | $5,637-38.1% | $4,027-13.4% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |