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 | $8,792 | $32,117-72.6% | $71,086-87.6% | $64,186-86.3% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -7.07% | -5.57%-1.5pp | 650.59%-657.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,142 | $712+60.4% | $1,088+5.0% | $2,381-52.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $105 | $2,759-96.2% | $3,082-96.6% | $4,888-97.9% |