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 | $16,567 | $95,416-82.6% | $185,823-91.1% | $85,850-80.7% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 15.07% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,126 | $3,314-66.0% | $5,167-78.2% | $2,565-56.1% |
| Participant deferral / active EE | $2,174 | $3,423-36.5% | $5,568-61.0% | $3,952-45.0% |
| Admin fee / account holder | $273 | $7,213-96.2% | $16,237-98.3% | $6,260-95.6% |