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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,174 | $101,883-92.0% | $453,369-98.2% | $85,850-90.5% |
| Participation rate | 85.7% | 72.3%+13.4pp | 78.0%+7.7pp | 69.3%+16.4pp |
| Annual return | 14.67% | 25.38%-10.7pp | 64.40%-49.7pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,850 | $2,847+0.1% | $4,070-30.0% | $2,565+11.1% |
| Participant deferral / active EE | $581 | $4,782-87.8% | $6,209-90.6% | $3,952-85.3% |
| Admin fee / account holder | $165 | $5,706-97.1% | $11,209-98.5% | $6,260-97.4% |