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 5-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 | $13,424 | $45,312-70.4% | $86,233-84.4% | $67,986-80.3% |
| Participation rate | 89.1% | 42.4%+46.7pp | 69.0%+20.1pp | 57.2%+31.9pp |
| Annual return | 47.01% | 24.79%+22.2pp | 61.39%-14.4pp | 31.67%+15.3pp |
| Employer contribution / active EE | $1,345 | $1,160+16.0% | $2,504-46.3% | $2,019-33.4% |
| Participant deferral / active EE | $3,231 | $2,185+47.9% | $4,559-29.1% | $3,358-3.8% |
| Admin fee / account holder | $207 | $3,295-93.7% | $8,342-97.5% | $3,203-93.6% |