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 5-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 | $3,119 | $48,230-93.5% | $67,502-95.4% | $80,856-96.1% |
| Participation rate | 75.4% | 66.4%+9.0pp | 72.9%+2.5pp | 67.6%+7.7pp |
| Annual return | 17.93% | 18.28%-0.4pp | 3512.12%-3494.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $648 | $2,020-67.9% | $2,731-76.3% | $2,755-76.5% |
| Participant deferral / active EE | $810 | $2,924-72.3% | $4,000-79.8% | $4,296-81.2% |
| Admin fee / account holder | $250 | $3,681-93.2% | $3,998-93.7% | $6,918-96.4% |