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 | $35,421 | $89,355-60.4% | $141,162-74.9% | $72,985-51.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.24% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,673 | $3,114-14.2% | $4,735-43.5% | $2,440+9.6% |
| Participant deferral / active EE | $4,737 | $5,418-12.6% | $6,709-29.4% | $3,607+31.3% |
| Admin fee / account holder | $205 | $5,958-96.6% | $10,261-98.0% | $5,124-96.0% |