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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,173 | $57,828-51.3% | $117,039-75.9% | $70,131-59.8% |
| Participation rate | 98.7% | 67.1%+31.6pp | 77.2%+21.5pp | 69.5%+29.2pp |
| Annual return | 8.65% | 17.55%-8.9pp | 18.95%-10.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $717 | $1,816-60.5% | $3,785-81.1% | $2,342-69.4% |
| Participant deferral / active EE | $205 | $2,438-91.6% | $3,929-94.8% | $3,332-93.9% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |