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 | $12,314 | $48,230-74.5% | $67,502-81.8% | $80,856-84.8% |
| Participation rate | 84.4% | 66.4%+18.0pp | 72.9%+11.5pp | 67.6%+16.7pp |
| Annual return | 21.72% | 18.28%+3.4pp | 3512.12%-3490.4pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,493 | $2,020-26.1% | $2,731-45.3% | $2,755-45.8% |
| Participant deferral / active EE | $3,086 | $2,924+5.5% | $4,000-22.9% | $4,296-28.2% |
| Admin fee / account holder | $268 | $3,681-92.7% | $3,998-93.3% | $6,918-96.1% |