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 | $37,106 | $98,750-62.4% | $149,696-75.2% | $79,858-53.5% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 21.40% | 27.43%-6.0pp | 276.60%-255.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,200 | $3,216-62.7% | $4,644-74.2% | $2,471-51.4% |
| Participant deferral / active EE | $2,665 | $5,680-53.1% | $6,842-61.1% | $3,740-28.8% |
| Admin fee / account holder | $245 | $6,053-95.9% | $9,309-97.4% | $5,306-95.4% |