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.
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 | $9,282 | $79,171-88.3% | $102,423-90.9% | $74,495-87.5% |
| Participation rate | 94.2% | 74.8%+19.4pp | 76.5%+17.7pp | 67.2%+27.0pp |
| Annual return | 43.10% | 54.93%-11.8pp | 29.32%+13.8pp | 1364.94%-1321.8pp |
| Employer contribution / active EE | $1,610 | $2,362-31.8% | $3,023-46.7% | $2,623-38.6% |
| Participant deferral / active EE | $2,923 | $4,415-33.8% | $5,053-42.2% | $4,346-32.7% |
| Admin fee / account holder | $272 | $2,001-86.4% | $9,451-97.1% | $1,942-86.0% |