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 5-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.
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 | $4,095 | $80,717-94.9% | $154,803-97.4% | $84,808-95.2% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.1pp | 68.3%+28.9pp |
| Annual return | 38.63% | 37.96%+0.7pp | 58.88%-20.3pp | 40.90%-2.3pp |
| Employer contribution / active EE | $1,775 | $2,761-35.7% | $4,305-58.8% | $2,631-32.5% |
| Participant deferral / active EE | $1,586 | $3,303-52.0% | $5,540-71.4% | $4,212-62.3% |
| Admin fee / account holder | $80 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |