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.
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 | $9,816 | $80,753-87.8% | $136,294-92.8% | $62,292-84.2% |
| Participation rate | 84.8% | 73.5%+11.3pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 151.95% | 35.83%+116.1pp | 5155.94%-5004.0pp | 28.90%+123.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,526 | $5,164+7.0% | $6,247-11.6% | $3,169+74.4% |
| Admin fee / account holder | $265 | $525-49.6% | $9,243-97.1% | $479-44.8% |