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 | $31,147 | $77,503-59.8% | $100,391-69.0% | $80,856-61.5% |
| Participation rate | 97.6% | 76.9%+20.6pp | 81.5%+16.1pp | 67.6%+29.9pp |
| Annual return | 19.40% | 37.20%-17.8pp | 49.20%-29.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $3,026 | $2,801+8.0% | $3,942-23.2% | $2,755+9.8% |
| Participant deferral / active EE | $7,304 | $6,820+7.1% | $8,082-9.6% | $4,296+70.0% |
| Admin fee / account holder | $272 | $5,897-95.4% | $7,899-96.6% | $6,918-96.1% |