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 | $140,911 | $84,233+67.3% | $170,442-17.3% | $70,131+100.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 24.21% | 23.06%+1.1pp | 205.93%-181.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $4,605 | $3,387+36.0% | $5,433-15.2% | $2,342+96.6% |
| Participant deferral / active EE | $8,449 | $3,086+173.8% | $4,939+71.0% | $3,332+153.6% |
| Admin fee / account holder | $88 | $5,698-98.4% | $13,880-99.4% | $4,645-98.1% |