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 | $65,676 | $81,248-19.2% | $155,509-57.8% | $80,856-18.8% |
| Participation rate | 97.9% | 66.2%+31.7pp | 78.2%+19.7pp | 67.6%+30.3pp |
| Annual return | 14.68% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $7,383 | $3,100+138.2% | $4,672+58.0% | $2,755+168.0% |
| Participant deferral / active EE | $3,959 | $3,452+14.7% | $5,626-29.6% | $4,296-7.8% |
| Admin fee / account holder | $222 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |