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 | $32,947 | $55,453-40.6% | $170,442-80.7% | $62,292-47.1% |
| Participation rate | 97.0% | 66.4%+30.6pp | 83.6%+13.4pp | 69.5%+27.5pp |
| Annual return | 212.20% | 21.38%+190.8pp | 205.93%+6.3pp | 28.90%+183.3pp |
| Employer contribution / active EE | $411 | $2,164-81.0% | $5,433-92.4% | $2,042-79.9% |
| Participant deferral / active EE | $1,109 | $2,303-51.8% | $4,939-77.6% | $3,169-65.0% |
| Admin fee / account holder | $271 | $455-40.4% | $13,880-98.0% | $479-43.4% |