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 | $48,750-72.5% | $88,946-84.9% | $74,304-81.9% |
| Participation rate | 89.1% | 44.5%+44.6pp | 68.8%+20.3pp | 60.3%+28.8pp |
| Annual return | 47.01% | 25.91%+21.1pp | 57.82%-10.8pp | 29.43%+17.6pp |
| Employer contribution / active EE | $1,345 | $1,255+7.2% | $2,555-47.4% | $2,241-40.0% |
| Participant deferral / active EE | $3,231 | $2,423+33.3% | $4,581-29.5% | $3,767-14.2% |
| Admin fee / account holder | $207 | $3,756-94.5% | $8,261-97.5% | $2,969-93.0% |