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 | $91,259 | $39,122+133.3% | $57,179+59.6% | $62,891+45.1% |
| Participation rate | 98.8% | 70.5%+28.3pp | 75.3%+23.5pp | 69.3%+29.5pp |
| Annual return | 9.69% | 9.23%+0.5pp | 14.59%-4.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $5,009 | $1,874+167.3% | $2,682+86.8% | $2,281+119.6% |
| Participant deferral / active EE | $6,925 | $2,374+191.7% | $3,096+123.7% | $3,203+116.2% |
| Admin fee / account holder | $59 | $2,592-97.7% | $3,139-98.1% | $4,296-98.6% |