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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,229 | $52,953-65.6% | $172,739-89.4% | $65,185-72.0% |
| Participation rate | 91.8% | 66.2%+25.7pp | 82.6%+9.2pp | 70.2%+21.6pp |
| Annual return | 207.52% | 30.12%+177.4pp | 802.84%-595.3pp | 29.38%+178.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,429 | $2,471+200.7% | $5,198+42.9% | $3,514+111.4% |
| Admin fee / account holder | $107 | $472-77.4% | $13,954-99.2% | $847-87.4% |