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 4-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 | $1,838 | $29,660-93.8% | $56,411-96.7% | $80,856-97.7% |
| Participation rate | 88.5% | 41.6%+46.8pp | 52.5%+36.0pp | 67.6%+20.8pp |
| Annual return | 16.76% | 35.23%-18.5pp | 1701.33%-1684.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $575 | $669-14.1% | $1,039-44.6% | $2,755-79.1% |
| Participant deferral / active EE | $1,283 | $1,226+4.6% | $1,952-34.3% | $4,296-70.1% |
| Admin fee / account holder | $66 | $2,428-97.3% | $2,829-97.7% | $6,918-99.0% |