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 7-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 | $13,135 | $98,750-86.7% | $149,696-91.2% | $79,858-83.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 68.43% | 27.43%+41.0pp | 276.60%-208.2pp | 31.71%+36.7pp |
| Employer contribution / active EE | $2,199 | $3,216-31.6% | $4,644-52.7% | $2,471-11.0% |
| Participant deferral / active EE | $3,328 | $5,680-41.4% | $6,842-51.4% | $3,740-11.0% |
| Admin fee / account holder | $138 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |