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 6-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 | $18,629 | $66,813-72.1% | $100,516-81.5% | $73,488-74.7% |
| Participation rate | 98.0% | 77.5%+20.5pp | 79.4%+18.6pp | 70.7%+27.3pp |
| Annual return | 88.51% | 25.70%+62.8pp | 30.89%+57.6pp | 28.51%+60.0pp |
| Employer contribution / active EE | $1,937 | $2,147-9.8% | $3,418-43.3% | $2,270-14.7% |
| Participant deferral / active EE | $6,077 | $5,883+3.3% | $6,270-3.1% | $3,740+62.5% |
| Admin fee / account holder | $261 | $512-49.1% | $8,081-96.8% | $513-49.2% |