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 | $21,592 | $42,546-49.3% | $71,796-69.9% | $55,167-60.9% |
| Participation rate | 72.1% | 59.1%+13.0pp | 69.1%+3.0pp | 69.0%+3.1pp |
| Annual return | 7.25% | 12.36%-5.1pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,287 | $803+60.2% | $1,924-33.1% | $1,963-34.4% |
| Participant deferral / active EE | $2,339 | $2,064+13.3% | $2,794-16.3% | $3,054-23.4% |
| Admin fee / account holder | $5 | $650-99.2% | $4,815-99.9% | $504-98.9% |