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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,343 | $48,046-91.0% | $84,611-94.9% | $72,985-94.0% |
| Participation rate | 95.9% | 57.6%+38.3pp | 68.2%+27.6pp | 69.5%+26.4pp |
| Annual return | 27.59% | 37.38%-9.8pp | 258.74%-231.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,198 | $1,602-25.2% | $2,652-54.8% | $2,440-50.9% |
| Participant deferral / active EE | $529 | $2,680-80.3% | $3,899-86.4% | $3,607-85.3% |
| Admin fee / account holder | $254 | $3,395-92.5% | $4,912-94.8% | $5,124-95.0% |