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.
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 | $6,126 | $91,552-93.3% | $133,956-95.4% | $79,858-92.3% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 17.56% | 61.85%-44.3pp | 45.09%-27.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $825 | $2,384-65.4% | $3,919-78.9% | $2,471-66.6% |
| Participant deferral / active EE | $1,831 | $3,733-51.0% | $5,048-63.7% | $3,740-51.0% |
| Admin fee / account holder | $271 | $6,321-95.7% | $8,927-97.0% | $5,306-94.9% |